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Notify sales team of cancelled consultation for follow-up

Your consultation bookings can be cancelled accidentally, leaving closers without context and clients unrebooked. The workflow alerts sales and program coordinators so issues are resolved same day.

Notify sales team of cancelled consultation for follow-up

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Overview

Accidental cancellations create friction and lost momentum with prospective clients; your closers need immediate context to recover bookings. This workflow surfaces cancelled consultations to sales within minutes so reps can verify and rebook clients the same day.

Notify sales team of cancelled consultation for follow-up