Daisy-Chaining Tasks in Client Relay allows you to automatically trigger the next step in a process once a previous task has been completed. This creates a seamless workflow where clients and team members are guided through each stage without requiring manual intervention.
Client Onboarding → Proposal Creation → Questionnaire → Contract →
This automation helps ensure no steps are missed and improves efficiency throughout the client journey.
This ensures onboarding begins immediately after the required information has been collected.
Why Use Daisy-Chaining?
Benefits include:
- Reduces manual follow-up
- Ensures process consistency
- Improves client experience
- Minimizes missed tasks
- Speeds up onboarding and sales processes
Monitoring the status
By daisy-chaining tasks, Client Relay can automate the transition between stages, creating a smooth and efficient client management process from initial information gathering through proposal delivery and beyond.
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