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Create personalized client tracker and link to contact

Create personalized client tracker and link to contact

Your intake forms still need manual tracker setup, delaying client onboarding. The flow builds, shares, and links the sheet so coordinators can onboard same day.

Create personalized client tracker and link to contact

Workflow preview:

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Overview

Intake submissions should not create more manual work for your team; this flow provisions and shares a client tracker and attaches it to the contact automatically. Program coordinators can start onboarding and coach prep same day, removing setup delays.

Create personalized client tracker and link to contact