Onboarding coordinators never miss new dealer welcome tasks

Onboarding coordinators miss dealer welcome steps when subscription signups sit in billing, creating onboarding gaps. This creates an ops task after each signup so coordinators start first-touch steps and avoid overlooked welcome work.

Overview

Missed welcome steps leave new dealers cold and slow activation. This workflow turns every qualifying subscription into a tracked ops task routed to onboarding coordinators, eliminating overlooked first-touch work. The result is clearer handoffs and faster, more consistent onboarding starts.

Notable Features

Create onboarding tasks in queue
Assign tasks to onboarding coordinators
Include signup details and checklist