Business owners: keep client check-ins triaged on board
Business owners: keep client check-ins triaged on board
Business owners miss client check-ins sent via forms, causing coach follow-ups to slip and progress to stall. It triages each submission to a client board so coaches start review and nothing is missed.
Overview
Buried check-ins stall client progress and strain operations. This workflow turns every form submission into a triaged client board entry so coaches see priority items and begin review faster, driving fewer missed follow-ups and clearer handoffs.
Notable Features
- Create client board entries
- Attach form responses to cards
- Triage submissions by priority status