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Update client record and trigger kickoff tasks for team

Update client record and trigger kickoff tasks for team

Your onboarding form submissions arrive without structured client context, causing manual lookups and slowing kickoff scheduling. It enriches client records and notifies owners same day.

Update client record and trigger kickoff tasks for team

Overview

Onboarding gaps cost time and delay revenue-driving work — especially for DTC clients where speed matters. This flow captures form responses, enriches the client record, and notifies owners so the team can assign work and plan kickoff same day.

Update client record and trigger kickoff tasks for team