Business owners: create client folders and program templates
Business owners: create client folders and program templates
Business owners onboarding new clients face manual setup, causing trainers to wait and onboarding to stall. Client folders and templated program docs are created so trainers start onboarding quickly.
Overview
Manual client setup keeps trainers waiting and delays program starts, risking client satisfaction. This workflow creates client folders and populates program templates at signup so trainers begin onboarding quickly and starter documents aren't missed. It eliminates manual handoffs and standardizes the onboarding experience.
Notable Features
- Create client folder per signup
- Copy standard program templates
- Notify trainers with folder link