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Send onboarding packets and calendar invites to implementation specialists before start

Send onboarding packets and calendar invites to implementation specialists before start

Your new deals enter a closed stage without packaged onboarding materials, causing delayed setup and missed kickoffs. Implementation specialists receive packaged docs, calendar events, and intake links so onboarding finishes before the next billing run.

Send onboarding packets and calendar invites to implementation specialists before start

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Send onboarding packets and calendar invites to implementation specialists before start