Send kickoff welcome emails with contracts and prep

Operations coordinators miss sending kickoff materials, causing client confusion and delays. Personalized welcome emails send contracts, prep, and meeting details so onboarding can start promptly.

Overview

Missed onboarding emails create client confusion and delay kickoff readiness. This workflow guarantees every new client receives a tailored welcome with contract and prep materials, enabling operations coordinators to start onboarding promptly. The outcome is faster handoffs, zero missed follow-ups, and clearer first meetings.

Notable Features

Send personalized welcome and contracts
Attach prep materials and meeting details
Notify operations coordinator on booking