Send onboarding service agreement to new program signees

Your tagged CRM contacts miss timely service agreements, causing onboarding and billing to stall. Signed agreements arrive so onboarding managers can unlock client access same day.

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Overview

When onboarding gets stuck waiting on signed agreements, program starts and billing slip. This flow ensures every contact with the configured tag receives a ready-to-sign agreement so onboarding managers can unlock access and billing staff can invoice same day.