Keep client survey scores updated in CRM for trainers

Trainers miss client behavior signals when post-lesson surveys aren't logged, delaying follow-up and risking retention. CRM gets total score and notes so trainers can act within minutes.

Overview

Unlogged post-lesson surveys let behavior issues slip through, delaying coaching and risking client retention. Feeding scores and detailed notes into CRM and notifying trainers turns survey responses into timely action—operations teams report faster response times and fewer missed follow-ups.

Notable Features

Update client record with score
Attach detailed survey note to record
Alert trainers for follow-up