Create trial session event and attach lead details

Your trial form signups lack calendar events and teacher context, leaving reps to scramble for session details. It creates calendar appointments with lead and teacher info so sessions are ready same day.

Create trial session event and attach lead details

Overview

When trial signups land without a scheduled session or teacher assignment, reps waste time confirming details and sessions risk being unprepared. This flow turns every trial form into a calendar appointment with lead and teacher context so reps can get ready same day and reduce friction before the session.

Create trial session event and attach lead details