Add on-site consultation bookings to marketing intake sheet

You miss context when on-site consults aren't centralized, leaving campaign managers without booking details. Centralize each booking as a sheet row so your team preps outreach same day.

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Overview

When on-site consults aren't captured centrally, campaign managers scramble to prepare and segmentation slips. Record every booked consult as a ready-to-use sheet row so marketing ops gets standardized lead data and can act within hours before the visit.