Send onboarding reminder emails and create follow-up tasks

You miss onboarding call bookings when clients don't schedule, leaving specialists without a clear next step. Reminders and follow-up tasks help specialists re-engage clients same day.

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Overview

When new clients don't book their onboarding calls, your specialists lose momentum and activation stalls. This flow sends targeted reminders and creates actionable tasks so program coordinators can re-engage clients and complete onboarding the same day.