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Marketing ops: streamline course enrollments from signed agreements

Marketing ops miss enrollments when signed agreements go unprocessed, causing manual handoffs and customer frustration. Form submissions create course enrollments so marketing ops can begin onboarding.

Marketing ops: streamline course enrollments from signed agreements

Overview

Unprocessed signed agreements create enrollment bottlenecks and frustrate new customers. This workflow converts every completed agreement into a course-platform enrollment, eliminating manual handoffs so marketing ops see faster enrollments and fewer oversight gaps.

Notable Features

  • Create course enrollments from signed agreements
  • Notify marketing ops of new enrollments
  • Add signer details to CRM

Marketing ops: streamline course enrollments from signed agreements