Create new client record and onboarding tasks for clients

Your paid client documents sit unprocessed after signature, delaying course access and sales follow-up. Add clients to CRM, course access, marketing lists, and onboarding tasks the same day.

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Overview

Paid contracts are the natural start of onboarding, but manual handoffs scatter tasks across tools and slow momentum. This flow converts a paid document into a single, provisioned client record with course access, folder, marketing membership, and assigned tasks so program coordinators can act the same day.