Engineering: Send post-booking financing SMS to new clients

Sales reps lose prequalification when booked customers don't get financing info after booking, leaving prospects unready for estimates. Automated SMS sends financing details so reps prequalify leads.

Overview

Missed prequalification opportunities leave sales reps chasing cold estimate appointments. This flow delivers financing information shortly after booking so reps receive prequalified prospects before estimates, improving lead readiness and reducing unnecessary outreach.

Notable Features

Send SMS after booking confirmation
Format and validate phone numbers
Record interactions in your CRM