Add VIP signups to welcome program and tags
Add VIP signups to welcome program and tags
Your VIP client rows sit unprocessed, leaving new signups untagged and without onboarding context. Enrolls and tags them so you can start welcome messaging and prep client notes same day.
Overview
Every VIP signup in your spreadsheet becomes a tagged client record and enters the welcome flow without manual steps, so support ops and coaches can begin outreach the same day. That eliminates missed welcomes and gives program coordinators immediate client context for personalized follow-up.