Add coaching prospect to nurture list and task

Your coaching inquiry notes often arrive unsynced, leaving prospects unadded and next steps unclear. It adds them to your nurture list and creates a follow-up task so intake staff can act same day.

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Overview

When inquiry notes pile up, prospects slip out of your intake funnel and paperwork lags. This flow captures each coaching inquiry into your audience, updates records, and creates a clear follow-up task so program coordinators can close paperwork the same day.