Create follow-up lead and schedule email from booking
Create follow-up lead and schedule email from booking
Your scheduling form creates bookings without a linked lead, leaving intake unprepared. You receive a tracked lead and a scheduled follow-up email so prospects are contacted and prepped same day.
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Overview
When bookings don't become tracked leads, intake and follow-up lag and prospects cool off. This flow captures booking details as a lead, updates status, and schedules a follow-up email so your intake and coaching staff contact prospects within minutes and are prepared before consultations.