Send new client alerts to your team channel

New project records arrive without client context, leaving program coordinators scrambling and delaying first touchpoints. It posts client details to your team channel so onboarding can begin same day.

Overview

When new client projects land without clear context, coordinators waste time hunting details and onboarding stalls. This posts a concise client summary into your team channel so coordinators and coaches can act immediately and start onboarding the same day.