Send kickoff welcome email with onboarding info to invitees

Your kickoff bookings often lack onboarding context, leaving your account team underprepared and delaying setup. Clients get prepped with meeting details and prework ahead of the call.

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Overview

Kickoff meetings stall when clients arrive without context and your account team scrambles for details. This flow sends a timely, personalized welcome email with meeting time and join link so program coordinators have clients ready ahead of the call.