Send team alert when a client signs terms of business
Send team alert when a client signs terms of business
Signed terms land without clear alerts, slowing client setup and initial coaching sessions. Team receives the signed details immediately so onboarding can start same day.
Overview
When a client signs terms, your onboarding coordinators get an immediate alert so they can begin scheduling and account setup without delay. That eliminates manual inbox checks and ensures onboarding starts same day.