Keep operations onboarding moving with instant client info requests

Operations coordinators add onboarding services but clients miss setup info, delaying starts. Info-request emails ensure operations collect details and start onboarding promptly.

Overview

Operations risk delayed starts and frustrated clients when onboarding steps are missed. This workflow guarantees clients receive the required info-request the moment a service is added, turning reactive handoffs into reliable, repeatable starts. The result: faster handoffs, zero missed setup items, and fewer manual reminders.

Notable Features

Send client info-request emails
Create onboarding task in operations queue
Flag missing details for follow-up