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Add new trial members to contacts and lists

Add new trial members to contacts and lists

Your trial signups arrive without program tags, delaying outreach and class prep. It adds each trialist to contacts and the correct program sheet so coaches can follow up same day.

Add new trial members to contacts and lists

Overview

Trialists often enter the pipeline without structured tags or contact records, which delays outreach and class preparation. Capture each new trialist into contacts and the right program roster so coaches can execute same-day follow-up and onboarding.

Add new trial members to contacts and lists