Keep coaching client notes attached to lead records

Coaches lose client context when intake and closer notes live in different forms, causing missed follow-ups. This appends submitted notes to the matching lead, so reps see full context.

Overview

Coaching businesses lose prospects when follow-ups lack client context. This workflow guarantees every intake and closer note lands on the correct lead record, eliminating manual copy-paste so reps always have full client history and response times drop dramatically.

Notable Features

Attach form notes to lead records
Match leads by email or name
Notify reps when notes added