Create lead record and prep meeting task for consultations
Create lead record and prep meeting task for consultations
Your booked consultations lack a saved contact and prep notes, causing inconsistent follow-ups and unprepared sessions. Create contact records and a meeting task so consultants arrive prepared before the session.
Overview
When a prospect books time, they often aren't added to your contact list and consultants arrive without context. This flow captures the invitee as a lead and creates a prep task so coordinators and consultants have contact records and meeting context within minutes, improving first-touch readiness.