Business owner playbook: get clients to finish intake

Business owners see 'Meeting Booked' status changes leave clients without required intake, risking incomplete prep and stalled onboarding. Send tailored next-step emails with required forms when status changes, ensuring paperwork is completed and onboarding progress is visible.

Overview

Missed pre-appointment paperwork forces reschedules and ties up staff. This workflow gets the right intake forms to clients as soon as a meeting is booked, turning onboarding from reactive to predictable and giving leadership a clear trail of completed intake—expect faster handoffs and fewer missed follow-ups.

Notable Features

Send tailored intake emails
Attach required forms to messages
Update onboarding status automatically