Create structured onboarding task for new course purchaser
Create structured onboarding task for new course purchaser
Your course purchases lack structured onboarding tasks, leaving coordinators to add steps manually. The automation creates a prefilled task and scheduled subtasks so coordinators act same day.
Overview
When someone purchases your course, automatic task creation removes manual entry and guarantees every student gets the same onboarding checklist. Program coordinators receive a ready-to-act task within minutes and scheduled follow-ups at 3/6/9 months plus a one-year offboarding reminder.