Business owners move onboarding cards when meetings booked

Onboarding coordinators miss welcome meetings when calendars don't update prospect cards, causing handoff gaps. Cards show meeting times so coordinators begin next steps without delay.

Overview

Missed or untracked welcome meetings create handoff gaps that slow onboarding and risk poor customer experience. This workflow ensures prospect cards reflect booked meetings so onboarding coordinators start next steps without friction, reducing missed follow-ups and shortening onboarding cycles.

Notable Features

Move prospect card to booked column
Add meeting time to card
Notify onboarding coordinator of booking