Create customer and onboarding tasks from web signup
Create customer and onboarding tasks from web signup
Your registration form lacks structured intake, causing billing setup and coach handoffs to stall. You get a customer record, payment profile, contact, and an onboarding task created same day.
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Overview
Unstructured signups create manual work for coordinators and delay billing. This flow captures each registration into a client record, creates a billing profile, adds a contact, sends a welcome email, and queues an onboarding task so your team can act same day.