Project managers send onboarding and access instructions after payment

Project managers lose new customers to delayed access after payment, causing stalled project starts and more manual follow-up. Send access details right after payment so projects start without delay.

Overview

Delayed access after payment stalls projects and forces manual outreach, putting delivery timelines at risk. This workflow guarantees onboarding and access instructions go to new customers after payment, eliminating missed handoffs so project managers can start work sooner and response times drop dramatically.

Notable Features

Send onboarding emails after payment
Include access links and credentials
Update customer status for handoff