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Capture and tag accepted coaches from waiver submissions

Capture and tag accepted coaches from waiver submissions

Marketing coordinators miss accepted coaches when waiver forms go unprocessed, stalling onboarding. Adds or updates coach contacts and tags them for onboarding so welcome emails reach coaches quickly.

Capture and tag accepted coaches from waiver submissions

Overview

Waiver submissions often slip through, causing marketing coordinators to miss onboarding windows. This workflow captures and tags accepted coaches so welcome sequences and segmented campaigns reach coaches quickly while eliminating manual list management.

Notable Features

  • Add or update coach contacts
  • Apply accepted tag on submission
  • Send welcome and onboarding emails

Capture and tag accepted coaches from waiver submissions