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Start retention flow after onboard step finishes for client

Start retention flow after onboard step finishes for client

Onboarding touchpoints often finish without reliable follow up, leaving next steps unclear and engagements missed. The retention workflow runs automatically so client success teams act same day.

Start retention flow after onboard step finishes for client

Overview

Eliminate manual handoffs at the end of onboarding by launching your retention sequence the moment a touchpoint completes. This keeps client success and program coordinators focused on timely outreach and ensures follow-ups happen the same day.

Start retention flow after onboard step finishes for client