Send onboarding emails and create client logs on signup
Send onboarding emails and create client logs on signup
New coaching signups land as bare form responses, leaving coordinators without a client record. They get a welcome email, an internal SMS alert, and a populated client log created same day.
Overview
When new coaching buyers arrive as unstructured form responses, onboarding stalls and handoffs get noisy; this flow sends the welcome email, builds a client log, and alerts sales so coordinators can act same day. That ensures customers are scheduled and materials ready before the first session.