Create client records from consult bookings for marketing
Create client records from consult bookings for marketing
Your consultation bookings often arrive without linked client records, causing manual lookups and onboarding delays. It creates client records and alerts marketing ops so onboarding and nurture start the same day.
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Overview
When consultation activities don't create client records, onboarding stalls and nurture sequences lag. This flow turns consult bookings into client records and alerts marketing ops, so onboarding and nurture can begin the same day.