Add booked strategy session clients to nurture list

Your strategy session bookings arrive without intake or reminders, causing unprepared calls. It enrolls contacts, sends pre-call details, and logs bookings for same-day follow-up.

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Overview

Stop scrambling before calls — this flow captures every strategy-session booking, sends pre-call materials, and logs the booking so you can prep quickly. Owners and program coordinators get intake-ready contacts and confirmations within minutes, reducing no-shows and improving call quality.