Keep marketing ops on top of student onboarding tasks

Marketing ops coordinators lose track of new student setup tasks, causing delayed welcomes and missed class prep. Checklists assign owners so students have setup before their first class.

Overview

Missed onboarding steps create poor first impressions and operational friction for programs. This workflow turns each enrollment into a program-specific checklist with an assigned owner and notifications, removing manual intake delays so staff complete setup before first class. Expect faster handoffs and fewer missed setup steps.

Notable Features

Create program-specific onboarding checklists
Assign tasks to designated staff
Notify staff about new enrollments