Skip to content
Log inSign up
Templates
Update enrolled client lead and add coaching notes

Update enrolled client lead and add coaching notes

Your checkout purchases aren’t syncing to CRM, so coaches and billing lack enrollment details. Leads and notes are added so onboarding and billing start same day.

Update enrolled client lead and add coaching notes

Overview

When paid coaching purchases don't flow into your CRM, new clients can miss onboarding and billing handoffs. This flow captures checkout data, updates the lead, and pins coaching notes so program coordinators and billing staff can act same day.

Update enrolled client lead and add coaching notes