Keep project managers from duplicating onboarding reminders

Project managers sending reminders risk duplicate outreach and onboarding confusion. This flow flags sign-ups after a reminder so project managers avoid repeated messages.

Overview

Project managers risk confusing prospects when reminders are duplicated. This workflow flags sign-ups after a reminder is sent, eliminating repeated outreach and keeping the onboarding queue accurate so project managers can focus on next steps.

Notable Features

Flag sign-ups after reminder sent
Prevent duplicate reminder emails
Update onboarding queue status