Post consultant briefing for new bookings to team channel
Post consultant briefing for new bookings to team channel
Your consultation bookings often lack client context, leaving advisors unprepared. You get a structured briefing posted to your team channel so advisors are ready same day.
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Overview
Every client booking should arrive with the context advisors need to prepare. This flow pushes a compact briefing with client answers and the appointment time to your advisory channel within seconds of booking so advisors are ready the same day.