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Create discovery call triage task and follow-up plan

Create discovery call triage task and follow-up plan

Discovery bookings that don't become tracked work make it hard to follow up and prospects slip away. It creates a triage task with scheduled follow-ups so outreach happens same day.

Create discovery call triage task and follow-up plan

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Overview

Missed follow-ups after discovery calls cost enrollments and create fragmented intake. This flow creates an assigned triage task and sequenced follow-ups within minutes of booking, giving your sales ops and program coordinators a clear action list same day.

Create discovery call triage task and follow-up plan