Add chat subscribers to onboarding list and schedule events

Your onboarding chat signups lack structured intake, blocking coordinators from scheduling milestones. The workflow captures subscribers, schedules program milestones, and invites members so coaches can act same day.

Overview

When chat signups arrive without structured intake, coordinators waste time reconstructing records and milestones get missed. This flow captures and normalizes subscriber data, adds them to your onboarding audience, and schedules milestone items so coaches can begin outreach same day.