Accounting CEOs: Deliver course info to new prospects

Accounting business owners miss prospective students when inquiry forms go unread, risking lost enrollments. Immediate email and WhatsApp deliver course details so prospects can register quickly.

Accounting CEOs: Deliver course info to new prospects

Overview

Slow follow-up on course inquiries costs enrollments and revenue for accounting firms. This workflow delivers course details via email and WhatsApp immediately after a form is submitted, eliminating missed prospects and ensuring faster registrations.

Notable Features

  • Send welcome email and WhatsApp
  • Add contact to CRM
  • Tag prospects for nurture sequences

Accounting CEOs: Deliver course info to new prospects