Business owners: Grant course access when meetings scheduled
Business owners: Grant course access when meetings scheduled
Business owners lose warm prospects when consultation registrants don't receive prep materials. Grant course access after a calendar booking so prospects engage earlier and arrive prepared for the call.
Overview
Marketing owners risk losing momentum when prospects arrive for qualification calls unprepared. This workflow ensures every consultation registrant gets immediate course access and a logged CRM touch, increasing pre-call engagement and eliminating missed nurture opportunities.
Notable Features
- Grant course access instantly
- Create CRM activity for meeting
- Add prospects to nurture sequence