Keep sales reps' consultation records current and visible

Sales reps miss follow-ups when bookings live only in calendars, causing deals to stall. Shared tracking sheets and alerts keep advisors and ops informed so follow-up starts immediately.

Overview

Missed consultation follow-ups let deals cool and forecasts become unreliable. This workflow captures every booked consultation into shared tracking sheets and notifies advisors and ops, eliminating lost appointment records and ensuring timely follow-up. The result is cleaner appointment data and faster, more reliable handoffs between sales and operations.

Notable Features

Log consultations to central sheet
Add attendee details and responses
Notify assigned advisor and operations