Add new consultation bookings into conversion tracker sheet

Your consultation bookings are unlogged, causing follow-ups to slip and intake to miss client context. Capture appointment and attendee details into a conversion sheet for same-day follow-up.

Overview

When consultation bookings aren't logged, follow-ups stall and intake loses client context, reducing conversion chances. This flow captures booking and contact details into a centralized conversion sheet so you and your intake coordinator can act on new prospects same day.