Business owners capture leads from scheduled growth plan calls
Business owners capture leads from scheduled growth plan calls
Business owners scheduling Growth Plan calls lose attendee info, leaving leads unassigned. It adds attendees to your CRM and enrolls them in reminders so reps own leads and start outreach.
Overview
Uncaptured meeting attendees become unassigned leads that leak from your pipeline and let competitors engage first. This workflow captures every Growth Plan call attendee, assigns ownership, and enrolls them in pre-meeting reminders—eliminating missed follow-ups and restoring clean pipeline hygiene.
Notable Features
- Create or update contact records
- Enroll attendees in reminders
- Assign owner and lead status