Assign onboarding tag to new coaching clients immediately
Assign onboarding tag to new coaching clients immediately
Your coaching signups may arrive without the right onboarding tag, delaying welcome emails and advisor prep. Add the active coaching tag immediately so coordinators can begin onboarding same day.
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Overview
When new coaching clients aren't tagged correctly, onboarding emails and advisor prep slip and program momentum suffers. This flow tags subscribers as active clients instantly, so coordinators can start tailored onboarding and outreach the same day.