Create client onboarding task and folder on stage change
Create client onboarding task and folder on stage change
Your intake moves stages without an onboarding task or folder, leaving coaches without client context or documents. Receive a populated onboarding task and client folder the same day.
Overview
When a lead moves into your onboarding stage, manual setup delays first-session readiness and creates inconsistent client experiences. This flow builds the onboarding task, subtasks, and client folder automatically so coaches and program coordinators have everything ready the same day.