Capture client check-in responses, update contact info in Keap, and notify coach via email
Capture client check-in responses, update contact info in Keap, and notify coach via email
Capture weekly check-in responses from clients, update their contact information in Keap, and notify the coach via email with a summary of client progress and challenges for improved engagement and support.
Workflow preview:
Zap details:
Overview
Capture weekly check-in responses from clients, update their contact information in Keap, and notify the coach via email with a summary of client progress and challenges for improved engagement and support.