Add new booking invitees to prospect tracker sheet

Your domiciliation bookings sit in your scheduler, leaving prospect records incomplete and follow-ups delayed. Capture and tag invitees into your prospect tracker so intake is ready same day.

Overview

When domiciliation bookings remain only in your scheduler, Sales Ops and senior tax advisors miss timely follow-ups and intake prep. This flow captures, formats, and records each invitee into your prospect tracker so your team has intake-ready records same day.