Addiction counselor: prevent intake delays by releasing leads

Addiction counselors at online media organizations lose prospects when assigned setters don't log outbound calls, causing intake delays. This frees leads so counselors can reassign quickly.

Overview

Prospective clients slip away when outreach owners don't follow up, stalling intake pipelines and engagement. This workflow detects leads with no recorded outbound activity, clears the setter owner, and alerts counselors so they can reassign and reengage prospects quickly. Teams report faster response times and zero missed follow-ups.

Notable Features

Detect leads without outbound calls
Clear setter owner for uncontacted leads
Notify counselors to claim leads