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Create leads from paid coaching orders for coordinators

Create leads from paid coaching orders for coordinators

Paid coaching orders lack contact structure, leaving campaign managers without onboarding context. Leads are created and enriched automatically so coordinators can start outreach same day.

Create leads from paid coaching orders for coordinators

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Overview

When coaching purchases arrive, missing contact structure slows onboarding and stalls outreach. This flow captures paid orders, enriches contacts, and creates ready-to-work leads so coordinators can begin outreach within minutes.

Create leads from paid coaching orders for coordinators