Enroll shortlist contacts into NPS checks for marketing ops

Marketing ops lose NPS triggers when deals enter Shortlist, Offer, or Reservation, delaying satisfaction signals. Enroll contacts in an NPS check so feedback is captured and outreach prioritized.

Enroll shortlist contacts into NPS checks for marketing ops

Overview

Marketing ops miss critical satisfaction signals when NPS enrollment lags, leaving outreach priorities unclear. This workflow ensures every qualifying deal contact enters an NPS temperature check, eliminating missed feedback and enabling marketing ops to prioritize follow-up so response times drop and no follow-ups are missed.

Notable Features

  • Enroll qualifying contacts into NPS flows
  • Trigger survey on deal stage change
  • Notify marketing ops on missing emails

Enroll shortlist contacts into NPS checks for marketing ops