Business owners: Mark workshop buyers in onboarding sheet
Business owners: Mark workshop buyers in onboarding sheet
Business owners lose workshop purchasers from onboarding spreadsheets when cart-bump buys aren't logged, causing buyers to miss challenge messages. It updates the sheet so onboarding begins promptly.
Overview
Cart-bump buyers get lost when onboarding sheets aren't updated, and business owners end up with frustrated participants. This workflow keeps your onboarding roster accurate and alerts operations on purchase so you eliminate missed follow-ups and maintain consistent challenge enrollment.
Notable Features
- Mark purchasers in onboarding sheet
- Search rows by purchaser email
- Notify operations of updated status