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Create client profile and attach meal plan on win

Create client profile and attach meal plan on win

Pipeline wins don't create client profiles or attach starter plans, leaving trainers without intake context. Clients get provisioned and meal plans attached so trainers can start same day.

Create client profile and attach meal plan on win

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Overview

When deals move to onboarding, manual account setup wastes trainer time and delays first sessions. Provisioning client accounts and attaching starter meal plans automatically transforms onboarding so coordinators and trainers can begin programming same day.

Create client profile and attach meal plan on win