Performance coaches enroll new purchasers into coaching platform
Performance coaches enroll new purchasers into coaching platform
Performance coaches lose purchaser info in order emails, delaying onboarding and risking client outcomes. This workflow creates or updates client profiles in your coaching platform so coaches begin onboarding immediately.
Overview
Performance coaches risk client outcomes when purchaser details get buried in order notifications. This workflow pushes every paying client into your coaching platform and alerts the coach, eliminating missed enrollments and ensuring onboarding starts immediately.
Notable Features
- Create or update client profiles
- Assign purchasers to program groups
- Notify coaches of new enrollments