Create onboarding task and update client record on submission
Create onboarding task and update client record on submission
Your assessment form replies leave client profiles incomplete and stall onboarding for new coaching clients. It creates full client records and an assigned task so coaches can begin plans same day.
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Overview
Unprocessed assessment submissions slow coach prep and reduce client momentum. This workflow updates the client record, creates a prioritized onboarding task, and pushes the lead to attribution so coordinators can prepare plans same day.