Send scheduled onboarding email series to new clients

Your new client onboarding emails are manual, delaying counseling and case setup. The sequence delivers timed welcome and education messages so clients get consistent updates within eight weeks.

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Overview

New client records should trigger immediate, consistent welcome communications instead of relying on manual outreach. This flow guarantees every client receives a scheduled onboarding and education series so program coordinators see clear progress and clients get timely updates within the first eight weeks.