For wellness product leaders: grant coach curriculum access quickly

Senior product leaders watch coach onboarding stall when agreements and orientation stay in CRM. It pushes updated contact details to your learning platform so ops can grant curriculum access faster.

Overview

Coach onboarding stalls when signed agreements and orientation notes don't reach the learning platform, delaying curriculum access and stretching ops. This workflow ensures contact and enrollment records flow into your LMS so ops can grant curriculum access quickly, enabling faster handoffs and zero missed enrollments.

Notable Features

Push coach contact updates to learning platform
Create enrollment records after orientation
Notify ops and create follow-up tasks