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Create client record and enroll from intent emails

Create client record and enroll from intent emails

Your prospect emails go unprocessed, leaving start dates and contacts unrecorded. The workflow creates client records and enrolls them in the chosen program so onboarding can begin same day.

Create client record and enroll from intent emails

Overview

Missed "ready to begin" replies turn warm prospects cold and waste trainer hours. Capture those inbound intents and auto-create enrolled client records so program coordinators can begin onboarding the same day, reducing friction and speeding revenue realization.

Create client record and enroll from intent emails