Web developer: keep coaching intake moving with retainers

Web developers see signed retainers go unread, letting intake coordinators miss client onboarding and delay session starts. Email alerts deliver the signed retainer and contact info to intake, so onboarding begins quickly.

Overview

When signed retainers sit unread, new coaching clients don't start on time and cancellation risk rises. This workflow pushes signed retainers and contact details to intake coordinators and coaching staff and creates an intake task, so response times drop dramatically and missed follow-ups are eliminated.

Notable Features

Send signed retainer to stakeholders
Attach signed PDF to email
Create intake task for coordinators