Send platinum mentorship agreement and log client record
Send platinum mentorship agreement and log client record
Your tagged Platinum prospects miss timely agreements, delaying enrollment and payment. Send the signed mentorship agreement and log it for coordinators to start fulfillment same day.
Overview
When a contact is tagged for the Platinum discount, this flow sends the mentorship agreement and records the interaction so sales and coordinators can act immediately. That eliminates manual sending and ensures fulfillment begins same day.