Add new signup details to cohort tracker spreadsheet
Add new signup details to cohort tracker spreadsheet
Your cohort signup contacts lack centralized tracking, causing onboarding steps to be missed and follow-ups delayed. Keep the cohort tracker current so coordinators can start onboarding same day.
Overview
When new signup contacts aren't mirrored in the cohort tracker, onboarding and follow-ups lag and create manual work for support coordinators. This flow writes contact details to the master tracker within 30 minutes so coordinators can begin onboarding the same day.