Send onboarding invite and questionnaire to new clients

Your purchased client records aren't invited to the community or sent onboarding forms. Coordinators get invites and questionnaires same day to start onboarding with full context.

Overview

When a purchase flag flips, clients should be welcomed and briefed immediately so onboarding doesn't stall. This flow sends the community invite, delivers the questionnaire, and logs the interaction so coordinators can begin onboarding the same day.