Add follow-up slots after consultation meetings for clients
Add follow-up slots after consultation meetings for clients
You miss follow-ups when consultation events end with no scheduled next-step, delaying client onboarding. Create follow-up events automatically so you capture next steps and reach clients same day.
Overview
When consultation meetings end without a clear next step, client onboarding stalls and outreach falls behind. This flow creates a reserved follow-up slot tied to each consultation so your program coordinators and founder can reach clients same day and keep moves on schedule.