Create trip lead, client folder and nurture sequence

Trip requests arrive without a client record or folder, leaving reps with no proposal context. It logs the lead, creates a client folder and starts follow-ups same day.

Overview

When trip requests arrive untracked, proposals stall and reps lack context; this flow captures each request, creates a client folder and links the proposal so your team has everything in one place. Reps can contact leads the same day and follow-ups run automatically, shortening response time and improving booking velocity.