Send onboarding messages and create coach tasks on intake

Your intake questionnaires arrive without coach context, delaying analysis and early guidance. Get messages and follow-up tasks created so coaching staff can start onboarding same day.

Overview

Intake forms are your handoff point — if they’re not actioned quickly, coaches lose momentum and clients wait. This flow runs your onboarding flow, sends tailored messages, and creates follow-up tasks so program coordinators can start client work the same day.