Business owner: route client check-ins to coaches fast

Business owners miss coaching follow-ups when rapid check-in forms sit unread, stalling client momentum. This workflow surfaces latest check-ins on the client board so coaches act quickly.

Overview

Missed check-ins erode client momentum and make coaching handoffs reactive. This workflow ensures every rapid check-in appears on the client board and routes the card to the right list, so coaches act faster and missed follow-ups are eliminated.

Notable Features

Post check-ins as card comments
Move client cards to correct list
Notify assigned coach of updates