Keep business owners informed with updated client check-ins

Coaches and program coordinators miss weekly check-in details, causing impersonal outreach and missed progress. Form replies update CRM contacts so coaches see current progress before follow-up.

Overview

Missing check-in context leads to impersonal coaching and stalled progress — a direct risk to client retention and program outcomes. This workflow feeds weekly form replies into your CRM and alerts assigned coaches so every outreach is personalized and no check-ins are overlooked.

Notable Features

Update CRM contact records
Attach weekly check-in notes
Alert assigned coach for flags