Create new client profile and onboarding task card

Your coaching signups lack program details, leaving coaches unprepared for first sessions. Clients are enrolled, team notified, and an onboarding task created so setup starts same day.

Overview

When signups land without structured context, coaches and coordinators waste time gathering basics and onboarding stalls. This flow enrolls the client, adds them to outreach, creates a prep task, and alerts your team so first-session setup happens same day. It turns manual handoffs into a predictable, fast onboarding step for your programs.