Send onboarding date and pricing alerts to leadership

Your onboarding form submissions have date or pricing mismatches that delay setup and require manual fixes. The workflow flags issues to sales managers and execs so errors are fixed same day.

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Overview

Inconsistent onboarding dates and pricing cause rework and missed starts; this flow brings those issues straight to your sales managers and execs. By surfacing problems within minutes and routing them to the closer and leadership, fixes happen before onboarding and reduce manual corrections same day.