Business owner welcome flow: collect new member assessments
Business owner welcome flow: collect new member assessments
Business owners lose intake details when new members go uncontacted, causing impersonal onboarding. Send a personalized welcome with an assessment link so staff get intake and tailor course support.
Overview
Business owners risk low learner engagement when new members aren't contacted and intake is missing. This flow ensures every new member receives a personalized welcome and assessment link so staff get intake details to tailor course support and prevent missed follow-ups.
Notable Features
- Send personalized welcome messages
- Collect assessment responses into records
- Notify staff with intake summary