For business owners: welcome new purchasers and secure bookings

Business owners lose new purchasers when start instructions or booking links get missed. Tailored welcome emails deliver start steps and a booking link so customers can begin and schedule a follow-up.

Overview

New purchasers often drop out when they don't receive clear start steps or a booking link, undermining program engagement and bookings. This workflow ensures every purchaser gets a tailored welcome and scheduling link so purchases become scheduled starts and teams report faster onboarding with fewer missed follow-ups.

Notable Features

Send personalized welcome emails
Include booking link in email
Create follow-up tasks for staff