Keep ADHD coach client wins logged in CRM
Keep ADHD coach client wins logged in CRM
ADHD coaches post client wins in a team channel, risking missed follow-ups and lost momentum. Log wins to CRM and ops database so coaches trigger follow-up and keep unified records.
Overview
ADHD coaches can lose client momentum when wins get buried in chat. This workflow captures win posts, adds CRM notes and ops records, and notifies the coach—ensuring zero missed follow-ups and unified client histories.
Notable Features
- Log wins to CRM and database
- Create CRM notes linked to contact
- Notify coach of new wins