Business owner: collect customer refs after purchase

Business owners lose post-purchase info, delaying commission fulfillment and frustrating customers. Send tailored onboarding emails so customers upload references and ops can start commissions sooner.

Overview

Missed customer references stall commission fulfillment and create manual follow-ups for owners. This workflow delivers tailored onboarding emails after every order, ensuring customers upload assets and operations begin fulfillment without chasing details. The result is fewer manual handoffs and smoother starts to every commission.

Notable Features

Send tailored onboarding emails
Collect reference uploads from customers
Notify operations with order details