Send onboarding what's next email to new client

Your client questionnaires sit without follow-up, delaying tutor matching and start dates. The workflow sends a personalized 'what's next' email so new clients hear from you within 48 hours.

Overview

When questionnaires accumulate, onboarding stalls and matching is delayed. This workflow sends a tailored 'what's next' email automatically and logs the outreach, ensuring clients hear from you within 48 hours and enabling coordinators to begin tutor matching same day.