Create onboarding projects from booked discovery calls now
Create onboarding projects from booked discovery calls now
Your discovery bookings without intake projects leave new prospects untracked and delay advisor follow-up. Create client projects automatically so your team can begin onboarding and reach out same day.
Overview
Untracked discovery bookings cost momentum and make follow-up manual and slow. This flow turns each qualifying booking into a ready client project so advisers and intake coordinators can begin onboarding and reach out the same day.