Update user record and notify onboarding team immediately
Update user record and notify onboarding team immediately
You get coach-profile requests that don't create or enrich a user row, leaving onboarding without referral context or clear ownership. Updated user record and contact audience enable same-day outreach.
Overview
When someone requests a coach from a profile, onboarding needs the referral context captured so coordinators can act without digging through logs. This flow enriches the user row, updates the messaging audience, and pings the onboarding channel so follow-up happens same day.