Onboard new clients in ABC Trainerize, and create documents in PandaDoc from Kajabi purchases
Onboard new clients in ABC Trainerize, and create documents in PandaDoc from Kajabi purchases
Create new client profiles in ABC Trainerize and generate necessary documents in PandaDoc when a coaching program is purchased in Kajabi. This accelerates client onboarding and ensures all documentation is ready for a smooth start.
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Overview
Create new client profiles in ABC Trainerize and generate necessary documents in PandaDoc when a coaching program is purchased in Kajabi. This accelerates client onboarding and ensures all documentation is ready for a smooth start.