For health product teams: Prioritize referral waitlist signups

Head of product sees referral waitlist signups buried in forms, causing missed outreach and lost trial conversions. Alerts route referral entries to ops and product so staff prioritize follow-up.

Overview

Referral-sourced signups get buried in form inboxes and stall trial conversion for health product teams. This workflow routes those entries to ops and product and creates prioritized tasks so staff follow up, eliminating missed outreach and manual handoffs.

Notable Features

Notify ops and product instantly
Include referral source in alerts
Create prioritized follow-up tasks