Send staged welcome-call outreach to newly assigned clients

Welcome calls remain unscheduled when clients aren't contacted after a retention update. You get staged outreach and reminders so calls get scheduled same day.

Workflow preview:

Zap details:

Overview

When welcome calls go unscheduled, onboarding drags and account managers burn time chasing contacts. This workflow converts a retention-stage update into staged, business-hour-aware outreach and CRM flags so program coordinators can book calls same day and keep onboarding on track.