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Create client account and enroll in program groups

Create client account and enroll in program groups

Booked onboarding calls often leave new clients without program access. It provisions the client, tags them for email, and enrolls them in groups so onboarding completes same day.

Create client account and enroll in program groups

Overview

When an opportunity hits your onboarding stage, delays in account provisioning slow down coach prep and first-session readiness. This flow provisions the client record, enrolls them in program groups, tags them for email, and joins the community so coaches can begin same-day preparation.

Create client account and enroll in program groups