Add discovery form contacts to your follow-up list
Add discovery form contacts to your follow-up list
Your discovery form entries arrive untriaged and stall outreach, leaving prospects without context for tailored proposals. You get a prioritized contact entry so follow-up happens same day.
Overview
Discovery responses are only valuable if they become immediate touchpoints—manual entry slows you down. This flow converts each form entry into a contact record so you or your advisor can start personalized outreach the same day, reducing manual work and improving first-touch timing.