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Create studio client and update your lead tracker row

Create studio client and update your lead tracker row

Your trial purchases often arrive without a client record, leaving onboarding and billing stalled. You get a client record and updated tracker rows so front-desk and billing act the same day.

Create studio client and update your lead tracker row

Overview

Trial purchases that don’t surface as client records stall onboarding and billings, pulling your front-desk into catch-up mode. This flow creates or updates a client record and writes the purchase into your shared lead tracker so operations can act the same day.

Create studio client and update your lead tracker row