Send tailored welcome messages to clients after new orders

New orders often lack clear next steps, leaving clients unsure and delaying onboarding. It sends the right welcome message so customers know next actions and coordinators can start same day.

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Overview

If orders arrive without clear next steps, onboarding stalls and customers get confused. This flow delivers the right welcome message immediately and gives your coordinators the context to collect documents and start work the same day. That means fewer follow-ups, faster starts, and happier clients.