Create onboarding tasks for new paying customers now
Create onboarding tasks for new paying customers now
You receive paid signups with no scheduled kickoff, forcing program coordinators to chase details. They get booked and recorded automatically so work starts the same day.
Overview
When a customer pays, your program coordinators should be running onboarding — not chasing emails. This flow converts each completed payment into a scheduled kickoff, welcome message, and CRM update so customers are actioned the same day.