Create new client contact from breakthrough session booking
Create new client contact from breakthrough session booking
Breakthrough session bookings arrive with no client record or intake context, leaving prep and follow‑up fragmented. Add contacts with session time and details immediately so you can follow up same day.
Overview
When breakthrough calls are scheduled without client records, preparation stalls and follow‑ups slip. This flow captures attendees as contacts and stamps session timing so you can trigger intake and follow up same day, keeping prospects engaged.