For business owners: provision training accounts when clients reach elite stage

Business owners see pipeline stage changes leave new clients unprovisioned, causing delayed onboarding before program start. It provisions accounts and group access so coaches and ops get ready clients.

Overview

Late provisioning leaves clients without access and strains onboarding operations; this workflow provisions and configures training accounts the moment a prospect reaches the elite stage. By routing group assignments and coach alerts automatically, operations and coaches receive ready clients, eliminating missed access and ensuring smoother program starts.

Notable Features

Provision client accounts on stage change
Add clients to required groups
Notify operations and coaches