Sales coach: keep client session counts accurate and logged

Sales coaches at business supplies firms lose track of session counts, causing missed follow-ups. This increments and logs session totals from client forms so sales coach and ops have accurate records.

Overview

Sales coaches risk missed follow-ups and scheduling errors when session counts lag. This workflow captures each client form submission, increments the contact's session total, and logs the change—eliminating manual mismatches and keeping engagement records current so follow-ups never slip.

Notable Features

Increment session count on submission
Log session entries to a spreadsheet
Notify sales coach of updates