Send onboarding email and SMS then log responses
Send onboarding email and SMS then log responses
Your onboarding contacts miss outreach when messages aren't sent or logged, delaying scheduling and handoffs. This sends email and SMS and logs responses so coordinators can act the same day.
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Overview
If onboarding messages slip, scheduling stalls and project starts are delayed. This flow guarantees both email and SMS are sent and logged, giving coordinators clear response status and enabling same-day handoffs.