Create studio client and sale from purchased leads
Create studio client and sale from purchased leads
You miss onboarding when Purchased leads don't enter your studio client system, creating booking gaps. Capture the client and record the sale so studio managers and campaign teams act the same day.
Overview
When purchased leads don't flow into your studio system, bookings and billing slip into manual work. This workflow creates the client and records the sale automatically so studio managers and campaign teams start outreach and reconcile payments the same day.