Add sleep challenge participants to tracking sheet daily

Your participant records go untracked after CRM tagging, making scheduling and follow-up error-prone. It logs contacts and start dates so you can prep sessions and send welcome notes same day.

Overview

Manual entry and missed follow-ups make small program delivery fragile; this flow captures tagged participants and records formatted start dates automatically. You and your program coordinator get a reliable participant roster and can prepare sessions and send welcome notes same day.