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Create client profile and strategy session request from Calendly discovery call

Create new client profiles and strategy session requests when potential clients schedule discovery calls in Calendly. This boosts your onboarding efficiency and ensures timely follow-ups with prospects.

Create client profile and strategy session request from Calendly discovery call

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Overview

Create new client profiles and strategy session requests when potential clients schedule discovery calls in Calendly. This boosts your onboarding efficiency and ensures timely follow-ups with prospects.

Create client profile and strategy session request from Calendly discovery call