Create onboarding task for new program purchasers same-day
Create onboarding task for new program purchasers same-day
You receive program purchases without a standard enrollment task, leaving coordinators to track subscriptions manually. It creates an onboarding task so coordinators can enroll clients same day.
Workflow preview:
Zap details:
Overview
Manual enrollment steps create admin backlog and risk missed program start dates. This flow converts each purchase into a ready onboarding task and places the purchaser into your nurture stream, enabling coordinators to act within minutes and ensure same-day enrollment.