Create new client record and send booking email
Create new client record and send booking email
Your ad leads arrive with messy contact and campaign data, causing scheduling delays. Leads become client records with booking steps so your project team schedules assessments same day.
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Overview
Unstructured social leads slow down project intake and leave schedulers chasing details; this flow captures form submissions as client records, tags them by campaign, and sends an immediate booking email. That means assessments get scheduled same day and manual entry work drops significantly.