Create follow-up task for unready leads ahead of close date

Your Potential or Qualified leads often miss readiness checks and confirmations, causing booking uncertainty. This creates a follow-up task so reps send confirmations before close.

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Overview

When leads land in your early pipeline without readiness checks, confirmations get missed and bookings become uncertain. This flow creates a timed task and schedules confirmations so reps have a clear, actionable step ahead of the expected close date.