Prevent onboarding delays for ops coordinators sending T&Cs
Prevent onboarding delays for ops coordinators sending T&Cs
Operations coordinators lose onboarding momentum when T&Cs aren't sent, leaving applicants stalled. This workflow sends T&Cs and verification instructions when a record is flagged, so applicants proceed and operations keep onboarding moving.
Overview
Missed T&C sends stall onboarding and force operations into manual follow-up. This workflow guarantees every flagged applicant receives T&Cs and verification steps, eliminating missed sends so operations keep onboarding moving and reduce stalled cases.
Notable Features
- Send required T&Cs when flagged
- Attach verification steps to emails
- Mark applicant record as sent