Add purchased consults to nurture lists by session type
Add purchased consults to nurture lists by session type
Your paid consult orders arrive without session-type tags, so coordinators cannot prioritize bookings. Segment buyers into session lists so outreach starts same day.
Overview
Paid consult purchases often land untagged, forcing manual sorting and slowing client onboarding. This flow tags and segments buyers by session type so coordinators can begin prioritized outreach and onboarding the same day.