Create scheduled intake alert for new consultation bookings
Create scheduled intake alert for new consultation bookings
Your consultation opportunities moving to Scheduled strip client context, leaving intake unprepared and calls unfocused. Get notifications so staff can prep client files before the meeting.
Overview
When a lead becomes a scheduled consultation, your intake team needs context immediately to deliver professional, prepared outreach. This workflow pushes booking details into your internal channel so staff can prep client files and act the same day.