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Send onboarding SMS sequence to new partner referrals

Send onboarding SMS sequence to new partner referrals

Your referral form submissions arrive without quick outreach, causing prospects to go cold and lowering onboarding attendance. The workflow delivers a staged SMS sequence so coordinators can confirm attendees same day.

Send onboarding SMS sequence to new partner referrals

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Overview

When referral forms land, immediate outreach preserves momentum and boosts onboarding attendance. This flow sends a staged SMS sequence and surfaces duplicates to marketing ops so coordinators can confirm prospects same day.

Send onboarding SMS sequence to new partner referrals