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Alternative medicine founders: ensure clients get course access

Founders at alternative medicine clinics tag clients manually, causing onboarding delays and patients missing timely treatment materials. Auto-enrollment provisions course access and upsells, so care coordinators avoid manual backlogs.

Alternative medicine founders: ensure clients get course access

Overview

Founders at alternative medicine clinics risk treatment continuity when course access is delayed. This workflow provisions enrolled clients the moment a purchase tag appears, eliminating manual enrollment bottlenecks and ensuring care coordinators deliver purchased materials without backlogs.

Notable Features

  • Enroll tagged contacts into courses
  • Notify care coordinators on enrollment
  • Create learner records in course platform

Alternative medicine founders: ensure clients get course access