Notify the team in Slack, and create a follow-up task in Microsoft To Do when a client shows interest
Notify the team in Slack, and create a follow-up task in Microsoft To Do when a client shows interest
Notify your team in Slack when a potential coaching client shows interest by filling out a form in ActiveCampaign. Create a follow-up task in Microsoft To Do to ensure timely engagement and improve client onboarding.
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Overview
Notify your team in Slack when a potential coaching client shows interest by filling out a form in ActiveCampaign. Create a follow-up task in Microsoft To Do to ensure timely engagement and improve client onboarding.