Onboarding flow test
Rehearse the Monday-driven onboarding emails. Nothing reaches a client until the mode is set to Live sending.
Email mode
Used when the mode is Redirect. Every onboarding email goes here instead of the real recipients.
Run a step
Monday: Checklist info gathering
Drafts the SpeedLink invite for Lindi to approve and send
Monday: Ready
Client update drafted for the sales person to approve, Marnel (cc Abi) ad account, Abi SpeedLink
Monday: Ready to Build
Google Ads goes to the sales person, everything else to Abigail
Monday: Live
Go-live email drafted for the sales person, plus Abi to add the OS link
SpeedLink client created
Creates the Nugget client and sends the portal invite
Recent onboarding emails
Nothing recorded yet.