Create new client onboarding rows in your sheet
Create new client onboarding rows in your sheet
New client signups often lack onboarding details, so visits, notes, and chosen packages end up scattered. The sheet provides a single onboarding row so operations can follow up and invoice the same day.
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Overview
New client signups frequently arrive without consistent onboarding detail, leaving site managers to chase missing information. This creates one complete onboarding row per client so program coordinators can follow up and invoice the same day, reducing missed billings.