Send installation prep email to newly signed customers

Signed agreements often arrive without prep details, leaving schedulers missing access notes. The workflow sends a two-week pre-install checklist to customers so coordinators get confirmations ahead of start.

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Overview

Signed contracts often leave schedulers without the prep details they need, causing site confusion and delays. This flow sends a templated pre-install checklist within days of signature so coordinators receive confirmations and access info ahead of the planned start.