Create triage record from every new intro booking
Create triage record from every new intro booking
Your intro bookings arrive without attendee context or UTM data, leaving reps unprepared and follow-up inconsistent. Capture bookings into a triage record so SDRs get prep-ready details same day.
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Overview
Intro calls often arrive without context, which wastes prep time and weakens follow-up. This flow logs each booking with attendee answers and UTM details so SDRs and coordinators receive prep-ready context within minutes, enabling same-day outreach.