CTO: create onboarding tasks for new confirmed subscriptions
CTO: create onboarding tasks for new confirmed subscriptions
Fulfillment coordinators miss enrollments when confirmed subscriptions go unassigned. Create task cards for each confirmed subscription so coordinators begin onboarding and lock schedules for the week.
Overview
Confirmed subscriptions that go unassigned create missed enrollments and scheduling chaos for consumer services operations. This workflow turns every confirmed subscription into a tracked task and notifies scheduling owners, eliminating manual handoffs so coordinators can onboard students and lock schedules reliably — teams report fewer missed enrollments.
Notable Features
- Create task cards with enrollment details
- Assign tasks to fulfillment coordinators
- Notify scheduling owners of new enrollments