Add new shopper leads and send welcome email
Add new shopper leads and send welcome email
When shopper signups land without a central record, you miss follow-up and delay payment setup. Leads get an onboarding email and are saved to your intake sheet for coordinator review same day.
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Zap details:
Overview
Stop losing mystery shopper signups in inbox chaos — capture each lead, send immediate onboarding instructions, and record the contact in your intake sheet. Coordinators gain a ready queue to action same day, reducing follow-up lag.