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Create and send mentorship agreement to new tagged client

Create and send mentorship agreement to new tagged client

Your mentorship signups missing executed agreements stall enrollment and delay access for new students. Collect signatures and log contract details automatically so clients are onboarded same day.

Create and send mentorship agreement to new tagged client

Overview

When a lead is tagged ready, this flow removes manual document prep and chasing signatures, so you stop losing time on admin and start clients faster. Program coordinators get the contract and onboarding context recorded automatically, enabling same-day access and billing.

Create and send mentorship agreement to new tagged client