Send onboarding messages to new customers after close

Closed customer records stuck in manual processing lead to client confusion and extra coordinator work. Automated onboarding messages deliver clear next steps to clients within minutes.

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Overview

When closed customer records sit unprocessed, onboarding becomes inconsistent and coordinators chase details. This workflow sends personalized onboarding messages immediately after a record is added and schedules product-specific follow-ups, ensuring clients receive clear next steps within minutes and coordinators gain predictable handoffs.