Add new enrolled clients to segmented nurture lists

Your enrolled clients lack segment tags, causing generic outreach and onboarding delays. They are added to tailored nurture and onboarding lists so coordinators can begin personalized sequences the same day.

Overview

When enrollments arrive without program segmentation, coordinators waste time manually tagging contacts and onboarding starts late. This flow tags new enrollees and places them into the correct nurture and onboarding lists automatically, enabling coordinators to begin personalized sequences the same day.