Add purchased consults to nurture lists by SKU

Your consultation orders arriving without buyer tagging make manual routing slow and delay client onboarding. Save time and start the right onboarding and outreach within ten minutes.

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Overview

When a family purchases a consultation, correct tagging is essential so your coordinators can begin intake and scheduling without delay. This flow auto-tags buyers by the purchased consult type and queues them for the right onboarding, letting outreach begin within ten minutes.