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Send onboarding message to client when proposal is approved

Your approved proposals can leave project managers missing onboarding context and billing steps. This sends a client welcome note and stops drip campaigns so work starts same day.

Send onboarding message to client when proposal is approved

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Overview

Signed proposals that sit without onboarding cause delays and duplicate marketing noise. This flow sends a clear welcome message to the client and halts follow-up sequences so project managers and billing can act and the team can start same day.

Send onboarding message to client when proposal is approved