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Create client profile and enroll to starter program

Create client profile and enroll to starter program

Your email signups often lack client profiles, leaving coaches without intake context. It creates client accounts and enrolls them into the core program so onboarding can start same day.

Create client profile and enroll to starter program

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Overview

When new subscribers enter your segment they should become actionable clients, not manual tasks. This flow creates client records, assigns a coach, and enrolls them so onboarding can begin same day and coaches can act immediately.

Create client profile and enroll to starter program