Web developers: alert intake and campaigns on qualified cases

Intake coordinators miss Qualified and Pending Review submissions, causing delayed outreach and lost coaching clients. Instant alerts route cases to campaigns and legal so outreach is prioritized.

Overview

Intake delays cost coaching companies clients and slow down onboarding. This workflow routes Qualified and Pending Review evaluations straight to campaigns and legal intake, ensuring priority outreach and zero missed follow-ups. Web developers can implement it using existing forms and notification channels to create reliable handoffs and faster client starts.

Notable Features

Send targeted internal alerts
Route cases by evaluation status
Create intake tasks for follow-up