Notify sales team of cancelled consultation for follow-up
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.
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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.