Add new program guests to CRM and rosters

Your 21-day signups arrive unstructured, forcing coaches to copy contacts across spreadsheets. Staff can begin outreach and scheduling within minutes of form submission.

Overview

Unstructured signups slow onboarding and make coaches scramble to assemble guest details. This flow captures every form submission, creates or updates the CRM record, logs the guest to roster sheets, and alerts the assigned coach so outreach starts within minutes.