Start client onboarding and update fulfillment task instantly

Your signed coaching agreements don't always kick off onboarding, delaying welcome materials and task progress for clients. Coordinators can act same day with onboarding started and tasks updated.

Overview

Signed agreements are your most action-ready moments — don’t let them stall. This flow informs fulfillment, advances the client task, and triggers your onboarding stack so coordinators can begin onboarding same day.