Keep coaching client records current after lead connected

Managing partners miss bookings when connected coaching leads never reach operations, causing scheduling gaps. It creates or updates client records when a lead reaches 'Connected', enabling faster scheduling.

Overview

Managing partners in coaching risk missed sessions and churn when client handoffs fail. This workflow keeps CRM and operations aligned by creating or updating client records at the 'Connected' stage, so scheduling and service handoffs happen faster and manual fixes disappear.

Notable Features

Create or update client records
Format contact details consistently
Notify operations of new clients