Create prospect record from new booking for intake team
Create prospect record from new booking for intake team
Your prospective client bookings arrive without a tracked record, leaving intake unclear and delaying timely outreach. Add structured prospect records so intake coordinators can follow up same day.
Overview
When prospective interviews aren't captured reliably, intake becomes reactive and leads slip through the cracks. This flow records each booking as a prospect and publishes it to a visible sheet so intake coordinators and owners can follow up same day and prioritize outreach.