Keep client onboarding consistent for business owners and coaches

Business owners miss onboarding checklist items and delay initial calls, risking churn. Prebuilt task templates create client folders and checklists so operations and coaches start client work quickly.

Overview

Missed onboarding steps dent client satisfaction and create avoidable churn risk. This workflow provisions a ready project, subtasks, and a client folder the moment a client starts month one or a three-month program, so coaches begin with complete files and operations stop chasing missing items.

Notable Features

Create standardized onboarding task
Set up shared client folder
Notify operations and coaches