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Create client profile and update plan from signup form

Create client profile and update plan from signup form

Your onboarding form responses arrive unstructured, leaving client records incomplete. It builds complete client profiles and updates subscription status for same-day setup.

Create client profile and update plan from signup form

Overview

Unprocessed onboarding forms create gaps that slow provisioning and delay trainer outreach. This flow turns each submission into a complete client profile and subscription record, so coordinators can provision accounts and begin outreach the same day.

Create client profile and update plan from signup form