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Create client onboarding task and alert sales channel

Create client onboarding task and alert sales channel

Your completed client orders don't spawn intake tasks, so onboarding steps sit unassigned and scheduling stalls. Onboarding can begin same day with a created task and sales alert.

Create client onboarding task and alert sales channel

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Overview

Completed coaching orders often sit without an assigned intake, delaying first contact and scheduling. This flow creates a consistent onboarding task and pings your sales channel so program coordinators can begin scheduling and outreach the same day.

Create client onboarding task and alert sales channel