Keep project managers and customers informed after approval
Keep project managers and customers informed after approval
Project managers miss onboarding when orders are approved without next steps, causing kickoff confusion. Next-step emails deliver onboarding instructions to customers and project managers, so kickoffs start without follow-up.
Overview
Orders that flip to approved without clear next steps stall project kickoffs and frustrate customers. This workflow sends onboarding emails to customers and project managers, eliminating manual handoffs so kickoffs start without missed instructions.
Notable Features
- Send next-step emails to customers
- Notify project managers and stakeholders
- Attach onboarding checklist and resources