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Contract sequence for onboarding
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Contract sequence for onboarding
In my onboarding sequence, how do I add an agreement form for their signature? And daily followups until the form is signed?
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Did you get a sequence setup for this manually? I wouldn’t worry about it unntil you have a volume of onboardings that need to be automated.
Think about Standard Operating Procedures for you business. How would you explain someone else to do it? Would you tell them to spend time automatoing it?