Add scheduled consults to your master tracking spreadsheet
Add scheduled consults to your master tracking spreadsheet
Your booking payloads aren’t consolidated, so consults and UTM data scatter across systems and follow-ups get missed. It logs consult details and UTM info so your team can follow up same day.
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Overview
When scheduled consults arrive without a consolidated record, follow-ups get missed and campaign ROI is hard to see. This workflow captures consults and UTM data into a single master sheet and routes campaign-tagged bookings so your team can act on bookings the same day.