Keep signed retainer records current for training firms

Sales reps at training and coaching firms miss signed retainers, delaying client onboarding and billable session starts. So sales and ops start onboarding without manual follow-up.

Overview

Signed retainers left unrecorded stall onboarding and billable session starts for training firms. This workflow ensures every signed PDF, status, and completion timestamp lands on the right lead and case records, eliminating manual follow-up so sales and ops can begin onboarding promptly.

Notable Features

Attach signed PDFs to records
Update status and timestamp fields
Notify reps of completed retainers