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Create lesson lead items from booking form submissions

Create lesson lead items from booking form submissions

Your lesson booking form arrivals lack location routing, leaving leads unassigned and slowing follow-up. Leads are routed to location-specific lead items so coordinators contact prospects same day.

Create lesson lead items from booking form submissions

Overview

Form submissions that aren't routed by location leave coordinators guessing and slow contact rates; this flow standardizes phone and interest data, routes each signup to the right local lead queue, and creates a board item for intake. That means clearer handoffs and same-day outreach for new lesson signups.

Create lesson lead items from booking form submissions