Notify training lead about new bookkeeping client assignment

Your completed onboarding tasks lack clear handoff details, leaving bookkeepers unsure which client apps need training. Get the training lead timely context so sessions are scheduled same day.

Overview

Onboarding tasks often complete without structured handoff, which delays bookkeeper training and client go-live. This workflow delivers client and bookkeeper context directly to your training lead within minutes so sessions get scheduled the same day and onboarding velocity improves.