Capture coaching call details for support ops handoffs

Support ops lose call context from booked discovery and strategy calls, causing prep gaps. Capture event and attendee details into booking records so support ops assign owners and act before each call.

Overview

Support ops often miss critical session context when discovery and strategy calls only live in calendars. This workflow captures call and attendee details into booking records so ownership is clear and prep happens before each session. Expect faster handoffs and far fewer missed follow-ups.

Notable Features

Capture event and attendee details
Create booking records for each call
Notify owners for prep and follow-up