Alternative medicine founders: ensure clients get course access
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.
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