6
Verified pass
5
Manual / by design
Start
Verified pass
Manual / by design
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Agreement is sent manually, by design
Testing showed the workflow could not auto-deliver the agreement to the clinic, because the template signers are internal (Sergio and Donna) and the Primary Client fills only at send time. Rather than auto-send, the agreement is now handled the same way as the rest of this flow: Donna sends the agreement manually from the template, selecting the clinic as the Primary Client so the affiliate signs. The workflow no longer sends the document; it only tags the record and runs the follow-up chase after the agreement is out.
What was tested
Step-by-step result
| Step | What we checked | Result |
|---|---|---|
| Opt-in nudge | Workflow published and armed | Pass |
| Application received email | Thank-you fires on survey submit | Pass |
| Internal review / qualify | Manual, done by Donna (no criteria yet) | Manual |
| Qualify to booking email | Tag fired workflow; intro-call email with calendar link delivered to the clinic inbox | Pass |
| Zoom intro call | Booked via the calendar link in the intro-call email | Manual |
| Post-call recap | 005 workflow fires; old duplicate agreement send removed | Pass |
| Send agreement + invoice | Sent manually by Donna (picks the clinic as Primary Client). Workflow now only tags + runs the follow-up chase | Manual |
| Agreement signed to welcome | Welcome email fires on signed tag | Pass |
| Notify Donna for on-site | Notification step present (not a tracked task) | Manual |
| On-site training | Scheduled manually by Donna | Manual |