Add trial client to follow-up sheet and notify

Your trial purchases lack a single follow-up record, leaving instructors without client context. Log each client to a follow-up sheet and notify assigned instructors so outreach happens same day.

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Overview

Trial-week purchases convert only when outreach is timely; this workflow captures each new trial as a tracked sheet row and notifies the assigned instructor and program coordinator. With everything logged and a chat/email alert, your team can reach clients the same day and increase chances of conversion.