Prepare sales consultants with contact details in calendar

Sales reps miss intake answers and contact info on strategy-call invites, causing unprepared meetings. Adds contact details and intake responses to the event so reps arrive prepared.

Overview

Unprepared strategy calls let opportunities stall and weaken reps' first impression. This workflow pushes intake answers and contact details into the calendar so sales consultants open every call with full prospect context. The result is faster handoffs, zero missed prep, and cleaner pipeline handoffs.

Notable Features

Insert intake responses into events
Update calendar description with contact
Notify assigned sales rep