Add signed clients to group course and lists
Add signed clients to group course and lists
You sign coaching contracts and must enroll clients into group sessions while removing them from pre-sale sequences to prevent mixed messaging. Enrollment and list updates happen same day.
Workflow preview:
Zap details:
Overview
Signed contracts should start onboarding, not more manual work. This flow enrolls new clients into the weekly course, tags their profile for program coordinators, and strips pre-sale sequences so enrollment completes same day. It reduces manual handoffs and gets coordinators actionable client records immediately.