Marketing ops: enroll course buyers in CSM sequence
Marketing ops: enroll course buyers in CSM sequence
Marketing ops miss onboarding when closed-course wins aren't enrolled, causing missed NPS check-ins. Add closed buyers to the CSM check-in sequence so outreach starts quickly.
Overview
When closed-course wins aren't enrolled, onboarding delays and missed NPS outreach create churn risk. This workflow adds every closed buyer to the CSM progress check-in sequence and alerts CSM and marketing, ensuring outreach starts promptly and missed follow-ups are eliminated.
Notable Features
- Add closed buyers to sequence
- Filter opportunities by course purchases
- Notify CSM and marketing channels