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Create student record and script document, then notify support

Create student record and script document, then notify support

Your student script form rows leave coaches without consolidated onboarding context. The flow builds a student record and script doc so coordinators and coaches can use it same day.

Create student record and script document, then notify support

Overview

Manual intake scatters student info across sheets and inboxes, slowing coaches and delaying demo prep. This flow centralizes submissions into CRM notes and a populated script document so coordinators and coaches get complete onboarding context within minutes.

Create student record and script document, then notify support