Send kickoff emails to teams when deal is won
Send kickoff emails to teams when deal is won
You miss handoffs when won deals don't trigger intake, leaving onboarding tasks unstarted and clients waiting. The workflow sends kickoff emails to relevant teams so intake begins same day.
Overview
When a deal closes, the last mile is the internal handoff — missed handoffs stall onboarding and frustrate clients. This flow turns a closed‑won into actionable kickoff emails within minutes so project teams can start intake and begin work the same day.