Client Registration and Onboarding

Client Registration and Onboarding

Welcome email with course details and FAQs

admiJuly 7, 20251 min read

Client Registration and Onboarding

Digital signature collection for consent forms

admiJuly 7, 20251 min read

Client Registration and Onboarding

Payment confirmation and receipt emails

admiJuly 7, 20251 min read

Client Registration and Onboarding

Calendar invitation and reminder scheduling for lessons

admiJuly 7, 20251 min read

Client Registration and Onboarding

Collection and synchronization of client data into CRM

admiJuly 7, 20251 min read

Client Registration and Onboarding

Automated payment processing and invoice generation

admiJuly 7, 20251 min read

Client Registration and Onboarding

Automatic onboarding document distribution (waivers, info packets)

admiJuly 7, 20251 min read

Client Registration and Onboarding

Automated follow-up email sequence for new inquiries

admiJuly 7, 20251 min read

Client Registration and Onboarding

Automated online enrollment form processing

admiJuly 7, 20251 min read

Client Registration and Onboarding

Automated feedback request post-registration

admiJuly 7, 20251 min read