Keep new-client intake flowing for busy business owners

Business owners watch onboarding stall when conversions get lost in email, causing missed handoffs. Chat alerts deliver formatted case and deal details to intake coordinators so onboarding can begin.

Overview

New-client conversions often stall in inboxes, costing momentum and client experience for business owners. This workflow pushes formatted case and deal summaries into intake chat, eliminating missed handoffs so intake coordinators start onboarding and next steps get scheduled.

Notable Features

Notify intake coordinators with details
Format case and deal summaries
Link back to original client record