Create coaching roadmap and welcome email for students
Create coaching roadmap and welcome email for students
Your enrollments don't auto-create coaching roadmaps or welcome messages, delaying client readiness. It builds the roadmap and sends a welcome email so clients have materials same day.
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Overview
Enrollments that don't trigger onboarding leave clients unsure and waste staff time. This flow builds each client's coaching roadmap and emails a personalized welcome immediately, so clients receive materials same day and staff skip manual setup.