Create client KPI workbook and grant coach access
Create client KPI workbook and grant coach access
Your client records lack a shared KPI workbook, so coaching prep is manual and files are scattered. It creates and shares a year-specific KPI file and logs it in the master tracker the same day.
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Overview
When a mentoring sale is logged, program coordinators often spend time creating and sharing KPI workbooks manually, which slows onboarding and coaching readiness. This flow generates the client KPI workbook, grants coach edit access, and records the file in your master tracker the same day so coaches can start prep immediately.