Send onboarding alert to leadership and implementation teams

Your onboarded client tasks lack a consistent leadership alert, leaving coordinators without context for new or upsell clients. Receive immediate threaded notifications so follow-ups occur same day.

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Overview

When a client becomes active you need leadership and implementers to see it immediately or follow-ups slip. This workflow routes a contextual, threaded alert to leadership and the implementations team so coordinators get the context they need and can complete post-onboarding steps the same day.