Create onboarding package and welcome message for clients

Your clients tagged for 1-1 coaching lack intake records and folders, causing admin delays. Receive a welcome message, copied templates, client folder, and CRM entry so coaches can begin prep same day.

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Overview

When a coach tags a client for one‑to‑one coaching, manual setup can stall program starts and frustrate both staff and clients. This flow provisions folders, copies program templates, logs the client, and sends a welcome message so coaches can begin prep the same day.