Create lead and client profile from web intake
Create lead and client profile from web intake
Your signups arrive without structured contact or training data, leaving coaches without enrollment context. It creates contact and client profiles so staff can outreach and enroll leads same day.
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Overview
Stop losing momentum on warm signups by converting every incoming payload into both a contact and a client profile so coaches and campaign managers can act immediately. That shortens response time and enables same-day outreach and faster enrollments.