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Send new client onboarding alerts to CSMs before kickoff

Send new client onboarding alerts to CSMs before kickoff

Your signed proposals arrive without onboarding actions, causing delayed kickoffs and missed invoices. Get CSM assignment, client record creation, and team alerts so billing and kickoff happen before the next billing run.

Send new client onboarding alerts to CSMs before kickoff

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Send new client onboarding alerts to CSMs before kickoff