Business owners: provision client folders with starter guides
Business owners: provision client folders with starter guides
Business owners onboarding clients see folders uncreated, causing misplaced guides and stalled coach handoffs. Ensuring coaches begin engagements with complete, organized materials.
Overview
Manual onboarding setup leaves client materials scattered and stalls coach handoffs, risking a poor first impression. This workflow provisions organized client folders and copies starter guides, eliminating manual setup and ensuring coaches begin engagements with complete materials. Customers report faster handoffs and fewer misplaced files.
Notable Features
- Create client folder skeleton
- Populate folders with starter guides
- Notify client-facing coaches instantly