Create client folders, docs, and CRM contact record
Create client folders, docs, and CRM contact record
When bookings lack a client folder or CRM record, coordinators miss context and prep stalls. This builds folders, session notes, and CRM contacts so teams have prep-ready client context same day.
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Overview
New bookings should power onboarding, not administrative busywork. This flow turns each appointment into a client folder, session notes, CRM contact, and intake tasks so coordinators and CRM strategists get prep-ready context same day. That reduces setup time and improves outreach cadence.