Update account plan and notify team on go-live

You get onboarding items set to Live without CRM plan details, delaying handoffs and obscuring launch responsibilities. The account plan is updated and the team is notified same day.

Overview

When onboarding status changes to live, stale or missing CRM fields slow down handoffs and reporting; this flow keeps the Account Plan accurate and visible. Your sales ops and account managers get updated CRM records plus a Slack launch summary the same day, reducing follow-up friction.