Send SEO questionnaire and create intake record instantly
Send SEO questionnaire and create intake record instantly
Your delivery records marked for SEO lack questionnaire responses, blocking coordinators from starting keyword research. Project coordinators receive responses and onboarding proceeds same day.
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Overview
Missing questionnaires stall onboarding and waste coordinator time. This flow emails the SEO intake form, creates a proper intake record, and flags the source so coordinators can act and onboarding proceeds same day.