Notify assigned coaches when clients submit prep forms

Coaches miss client prep forms in inboxes, leaving sessions underprepared and risking outcomes. This routes completed prep forms to the assigned coach so they can review responses before each session.

Overview

Coaching operations risk session quality when prep goes unread. This workflow guarantees every completed prep form reaches the assigned coach, eliminating missed preparation and letting coaches start sessions prepared. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Route completed prep forms to coach
Send coach email with client responses
Create follow-up task for missing info