Principals ensure new owners get onboarding outreach

Principals lose momentum when signed PMAs go unprocessed, frustrating owners. Welcome email plus SMS deliver onboarding steps and scheduling options within minutes.

Overview

Signed PMAs slipping through inboxes erode owner trust and delay onboarding. This workflow delivers a welcome email and SMS with scheduling options when a PMA completes, reducing missed follow-ups and enabling faster handoffs. Principals gain confidence that onboarding starts immediately and owner records are captured for ongoing support.

Notable Features

Send welcome SMS and email
Log onboarding tasks in CRM
Offer scheduling links via SMS