Occupational therapist owners capture masterclass sign-ups to lead tracker

Occupational therapist business owners lose prospects when masterclass sign-ups aren't tracked, creating intake gaps. Capture each sign-up into your lead tracker so owners can qualify and nurture prospects promptly.

Overview

Occupational therapist owners risk losing clients when masterclass sign-ups never reach their lead tracker. This workflow captures every sign-up, tags its source, and notifies the owner so follow-up starts immediately, preventing intake gaps and ensuring no missed follow-ups.

Notable Features

Create lead records in tracker
Notify owner of new sign-ups
Check for existing leads by email