Create new client record and start onboarding sequence
Create new client record and start onboarding sequence
You lose onboarding momentum when purchases aren't captured, leaving coordinators and coaches without attendee context. Coaches receive ready client records and same-day welcome messages.
Overview
When purchases bypass your CRM, coaches arrive without the context they need and onboarding stalls; this flow captures purchase data, creates the client and deal, and triggers welcome messaging automatically. Expect ready-to-action client records and same-day email and SMS so your team can start onboarding immediately.