Send client onboarding email and notify team after signature
Send client onboarding email and notify team after signature
Signed client contracts often sit without a handoff, leaving coordinators without client context. Get a welcome email to the client and team notifications so onboarding starts the same day.
Overview
When a client signs, onboarding should start immediately — not wait for manual handoffs. This flow sends a personalized welcome email and pings your coordinators so operations has the contact context to begin setup the same day.