Send welcome guide to new paying clients automatically
Send welcome guide to new paying clients automatically
Your coaches lack context when new paying clients don't get the Welcome Guide and onboarding details. Send the guide instantly so clients prepare and coaches have session-ready notes within minutes.
Overview
When paid signups don't trigger onboarding, clients arrive unprepared and coaches scramble to gather context. This ties qualifying purchases to an immediate welcome email and guide so clients are oriented and coaches have session-ready information within minutes.