Keep business owners ahead of mentorship intake requests

Business owners lose momentum when eligibility forms pile up, stalling onboarding and risking applicant dropout. Alerts notify scheduling so coordinators book intake calls before requests go stale.

Overview

Unread eligibility forms stall onboarding and risk losing candidates for business owners. This workflow routes every submission to your scheduling channel and creates a follow-up task, ensuring coordinators start intake calls quickly and missed follow-ups are eliminated.

Notable Features

Send scheduling alerts to channel
Create contact record for applicant
Flag urgent submissions for follow-up