Client intake and onboarding involves collecting information from new clients across multiple channels, manually entering data into systems, and scheduling first sessions. Manual coordination across email, forms, and calendars creates delays, data errors, and scattered client records.
Automation captures intake information once, validates it for completeness, syncs it directly to the CRM, and triggers calendar scheduling in parallel. New clients move from inquiry to confirmed first session in minutes instead of days.
The full workflow, from trigger to completion.
Submission is received with all client details, goals, health history, and availability preferences.
Automation extracts form fields, validates required information (name, email, phone, goals), and flags any missing data for manual review.
Client record is created or updated with all intake data, custom fields for coaching goals, and health notes.
Automation checks coach availability and creates an initial consultation slot, or sends client a pre-populated scheduling link.
Completed intake form and any attachments are automatically saved to a client folder for record-keeping.
Templated welcome email with session details, pre-session homework, and next steps is sent to client.
New client alert with name, coaching focus, and first session date is posted to a designated channel.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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