Create projects and client records from scheduled sessions
Create projects and client records from scheduled sessions
Your booked strategy sessions lack project or client records, causing manual entry and missed prep for delivery. Get ready engagement records created so project managers can begin onboarding same day.
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Overview
Booked strategy sessions often stall when no project or client record exists, forcing sales ops into manual entry and delaying onboarding. This flow creates client and project records from each booking so project managers can begin onboarding same day and sales ops keep records accurate.