Send 90-day growth plan PDF to new clients
Send 90-day growth plan PDF to new clients
You get client intake submissions lacking a ready deliverable, slowing onboarding and sales handoff. Deliver a polished 90-day growth plan and PDF to the client immediately, keeping momentum same day.
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Overview
When client intake slips into email or a webhook, onboarding stalls and prospects cool off; this flow converts submissions into a client-ready 90-day plan and emails the PDF immediately. That keeps momentum with the client and enables same-day outreach and consulting handoff.