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Add onboarding completion rows to customer lifecycle spreadsheet

Your onboarding cards don't feed a single customer record, so start and end dates get missed. Rows are added to the customer sheet so coordinators can segment cohorts and act same day.

Add onboarding completion rows to customer lifecycle spreadsheet

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Overview

Lost visibility on onboarding start and end dates slows campaigns and coach handoffs. This flow posts a team alert and writes a normalized row to your customer sheet so program coordinators and campaign managers can segment and act within minutes, enabling same-day follow-up.

Add onboarding completion rows to customer lifecycle spreadsheet