Send contract follow-up emails to recent viewers from intake
Send contract follow-up emails to recent viewers from intake
Viewed-contract rows in your intake sheet leave contracts unaddressed and onboarding stalled. It sends tailored reminder emails so clients are contacted and next steps occur the same day.
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Overview
When contract views land in your intake sheet, manual follow-ups fall through the cracks and onboarding drags. This flow sends staged, personalized reminder emails so intake coordinators contact clients within minutes and keep projects moving the same day.