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Send new onboarding invitees to client success before kickoff

Send new onboarding invitees to client success before kickoff

Your onboarding invitees land without CRM records, causing missed prep and unclear ownership before kickoff. Client success gets contact records and calendar attendees assigned before the next kickoff.

Send new onboarding invitees to client success before kickoff

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Send new onboarding invitees to client success before kickoff