Create client record and start onboarding for purchases
Create client record and start onboarding for purchases
You get paid mentorship orders that lack client records, folders, and tags, leaving coordinators missing critical context. Clients receive a consistent onboarding experience and coordinators can act same day.
Overview
When paid mentorship purchases arrive, coordinators often scramble to gather files and schedule the first call, delaying client momentum. This workflow captures the sale, creates a client record, tags the contact, and notifies coordinators so onboarding can start same day.