Add booked discovery calls to KPI tracker and thread
Add booked discovery calls to KPI tracker and thread
You receive booked 15-minute discovery calls without a central record, leaving your sales handlers without context. Capture call details in KPI sheets and a Slack thread so reps follow up same day.
Workflow preview:
Zap details:
Overview
Booked discovery calls from paid channels often land in separate systems and leave reps without context. This flow logs each booking into your KPI files and posts a dated thread in Slack so your founder and sales handlers get the right details and can follow up the same day.