Business owners: set up coach folders and alerts
Business owners: set up coach folders and alerts
Business owners manually provisioning coach folders create onboarding gaps and untracked links. It provisions a folder, copies templates, updates records, and notifies the coach with a tracked link.
Overview
Manual coach onboarding risks inconsistent materials and lost share links that slow readiness and create tracking gaps. This workflow provisions personalized folders, copies role templates, updates records, and notifies coaches with a tracked link, ensuring onboarding begins with tracked materials and fewer missed deliveries.
Notable Features
- Create personalized coach folders
- Populate folders with role templates
- Notify coach with tracked link