Create strategy session records from new consultation bookings
Create strategy session records from new consultation bookings
Your strategy session bookings often arrive untracked, leaving advisors without attendee context before meetings. You get booking records ready for advisor review and prep the same day.
Overview
When strategy sessions aren't tracked centrally, advisors lack attendee context and prep suffers. This workflow captures qualifying bookings into your tracking table so operations and advisors have prep-ready records within minutes, enabling same-day readiness.