Add paid session purchasers to nurture and notify intake
Add paid session purchasers to nurture and notify intake
Your strategy session orders are split between the cart and team messages, causing intake delays. It captures purchaser details and alerts intake coordinators so case follow-up happens same day.
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Overview
When paid strategy sessions arrive, intake and marketing often miss the narrow window to convert the buyer into a case. This workflow captures the purchaser, enriches their contact, and pings intake so follow-up and case creation happen the same day.