For coaching co-founders: streamline client onboarding from payments

Co-founders lose momentum when paid clients wait for manual setup, causing missed sessions and billing errors. Payment-triggered client records and alerts ensure onboarding starts and billing reconciles.

Overview

Coaching co-founders risk missed sessions and messy billing when client setup is manual after payment. This payment-triggered workflow creates client and payment records, notifies ops and sales, and kicks off onboarding tasks so new clients get access without handoffs. Expect faster response times and fewer missed sessions.

Notable Features

Create or update client records
Log payment details to ledger
Trigger onboarding tasks and alerts