Coaching partners: Send agreements and update intake records
Coaching partners: Send agreements and update intake records
Partners lose applicants when qualified forms lack signed agreements and intake records. Send agreements on qualification and update intake records so partners can onboard without manual steps.
Overview
Partners lose applicants and delay program starts when agreements stall and records are incomplete. This workflow sends signature requests on qualification and updates intake records, eliminating missed follow-ups and clearing paperwork bottlenecks so partners can focus on delivering coaching.
Notable Features
- Send signature requests on qualification
- Update intake records in database
- Notify partners when documents signed