Send onboarding email and reminders after contract sent
Send onboarding email and reminders after contract sent
Your sent contracts miss onboarding emails, leaving client paperwork incomplete and delaying kickoff. Get onboarding emails and timed reminders so paperwork completes before the first session.
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Overview
When contracts go out, onboarding can stall if clients don't see clear next steps; that costs time and momentum. This flow sends the welcome email, triggers a timed reminder if the document is still unsigned, and posts status to your team channel so paperwork is completed before the first session.