Business owners: never miss coop preapproval payments from new contacts
Business owners: never miss coop preapproval payments from new contacts
Business owners lose onboarding momentum when preapproval contacts miss payment requests. Automated emails request payment so onboarding proceeds and sales can activate members.
Overview
Missed preapproval payments stall coop onboarding and erode momentum. This workflow ensures every contact marked preapproval is emailed a payment request and the CRM is updated, so onboarding proceeds and sales can activate memberships. You get consistent outreach, clear ownership of follow-ups, and fewer stalled activations.
Notable Features
- Send payment request emails
- Update contact preapproval field
- Alert sales owner for follow up