Add intake record and send 30-day follow-up email

Your client intake forms arrive untracked, delaying follow-up and losing booking opportunities. Capture each intake and send a scheduled 30-day follow-up so you re-engage prospects within a month.

Overview

Stop letting intake forms sit untracked and rely on manual reminders. This flow captures each submission into your lead table and schedules a 30-day follow-up email, so program coordinators can re-engage prospects and drive bookings within a month.