Keep marketing ops on top of rider follow-ups

Marketing ops lose rider prospects when becoming-a-rider form entries go untracked, leading to missed outreach and open-house invites. Create scheduled follow-up tasks so coordinators start outreach.

Overview

Marketing ops risk losing rider prospects when form entries go untracked and outreach windows are missed. This workflow turns each "becoming a rider" submission into scheduled follow-up tasks, reducing missed invites and tightening nurture handoffs. Teams report faster response times and more consistent outreach when tasks are created and assigned automatically.

Notable Features

Create scheduled follow-up tasks
Trigger on rider form submissions
Assign tasks to marketing coordinators