Send onboarding message to client when proposal is approved
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.
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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.