Prevent client name mismatches for marketing founders' teams

Marketing co-founders see onboarding project names mismatch client records, causing wrong client notifications. Alerts notify ops and account owners so records are corrected and client outreach resumes.

Overview

Mismatched onboarding project names cause wrong client notifications and disrupt launches for marketing agencies. This workflow routes every mismatch to ops and the account owner, ensuring records are corrected, client outreach resumes, and zero follow-ups are lost.

Notable Features

Flag mismatched project names
Notify ops and account owners
Create correction tasks for follow-up