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For wellness directors, capture top referrers as contacts

For wellness directors, capture top referrers as contacts

Wellness directors miss referrers when spreadsheet updates are overlooked, hurting membership growth. Marked referrers are added to the contacts board so sales reps prioritize outreach.

For wellness directors, capture top referrers as contacts

Overview

Manual spreadsheet tracking lets top referrers slip away, threatening membership growth and referral momentum. This workflow moves flagged referrers into your contacts board so sales reps prioritize outreach, protecting membership growth and ensuring zero missed follow-ups.

Notable Features

  • Add flagged referrers as contacts
  • Filter by referral count thresholds
  • Notify sales reps of new referrals

For wellness directors, capture top referrers as contacts