Notify team member, update records, and send follow-up email after client consultation
Notify team member, update records, and send follow-up email after client consultation
Follow up with your team members to ensure clients are moved to the right list after consultations. Track appointments in Acuity Scheduling, update records in Google Sheets, and send reminders via Gmail for better client management.
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Overview
Follow up with your team members to ensure clients are moved to the right list after consultations. Track appointments in Acuity Scheduling, update records in Google Sheets, and send reminders via Gmail for better client management.