Add upgraded subscribers to coaching cohort and CRM

Your subscription upsells arrive without cohort tagging, leaving campaign managers unaware of coaching enrollees. Get members tagged and CRM updated so outreach can start the same day.

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Overview

Upsell subscriptions must feed your campaign engine immediately so program coordinators can onboard and retain new coaching students. This flow tags upgraded buyers, updates CRM coaching fields, and alerts the ops channel so outreach and onboarding start the same day.