Keep customer success dashboard updated on signed agreements

Customer success managers miss onboarding when signed agreements aren't logged. It updates the CS dashboard with agreement, coach, and date so managers start onboarding quickly.

Overview

Missed onboarding tasks damage client experience and increase churn risk. Pushing signed agreement details and coach assignments into the CS dashboard ensures success managers start onboarding promptly, leading to faster handoffs and fewer manual updates.

Notable Features

Update CS dashboard on signature
Assign coach to client record
Notify success managers of agreements