Send staged welcome and follow-up emails to clients
Send staged welcome and follow-up emails to clients
When your onboarding board marks a client as ready to send, welcome emails and intake links can be missed, delaying kickoff. You receive tailored reminders so intake completes before kickoff.
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Overview
Stop losing momentum during onboarding because welcome messages and intake links aren’t sent. This flow sends the right template, queues and dedupes sends, and escalates to local POCs so account managers get completed intake ahead of kickoff.