Send welcome SMS to client when onboarding status changes
Send welcome SMS to client when onboarding status changes
When onboarding status flips without an SMS, your advisors lose an early touchpoint. Send the welcome video link as a short personalized SMS so clients get onboarding context same day.
Workflow preview:
Zap details:
Overview
When onboarding statuses change without outreach, new clients miss critical guidance and advisors lack early context. This workflow sends the welcome video link by SMS on status change, staggers sends for deliverability, and blocks same-day duplicates so clients receive onboarding context the same day.