Help business owners enroll customers into correct cohorts

Business owners adding customers to a sales tracker risk mis-tagged program enrollments and onboarding delays that frustrate customers. Automated invites ensure onboarding and sales start community engagement promptly.

Overview

Delayed or mis-tagged community invites create onboarding gaps that frustrate new customers and slow momentum. This workflow places new customers into the correct cohort and notifies onboarding so sales and onboarding can begin community engagement promptly, reducing manual copying and enrollment mistakes.

Notable Features

Invite customers to correct cohort
Tag and route contacts by program
Trigger onboarding handoffs instantly