A post-call draft feature automatically adjusts your onboarding checklist based on whether you closed the prospect. Build customizable client portals with flexible or rigid onboarding flows tailored to each client's needs.
when they click on this button, um, uh, post-call draft. And this draft can be fully different based on if they were closed. So this would be the checklist, how to get started, the onboarding pretty much already. And I should probably not put that over here but down here based on the outcome, right? But you'll understand, this can be if they were closed, this can be the onboarding checklist, um, with like And we can go so much further here. We've built full client portals that are an absolute dream to use for the clients with like a whole custom onboarding flow in there that can be fully customized based on client, but then can also follow a very rigid structure or can be kind of in the middle, right? Not everything black or white. We could go absolutely crazy here. But yeah, that's pretty much it.
