Professional services owners: keep client top goals updated

Business owners lose alignment when first-meeting goals stay outdated, causing onboarding to start with the wrong priorities. Overwrite Top Goal into the customer profile for accurate onboarding.

Overview

Professional services owners risk poor onboarding when client goals are outdated. This workflow writes the intake form's Top Goal straight into the customer's profile and notifies client-facing staff, so onboarding conversations start aligned with client objectives and misaligned handoffs are eliminated.

Notable Features

Update customer profiles automatically
Notify client-facing staff instantly
Ensure single source of truth