Sales ops: ensure SDR follow-ups for guide downloads

Sales ops watch SDRs lose hot wedding and retreat guide leads when follow-ups aren't created. Create follow-up tasks for each booking so SDRs prioritize outreach and capture interest.

Overview

Guide-download prospects cool fast when SDRs don't have clear, assigned follow-ups. This workflow turns each wedding or retreat guide booking into a prioritized SDR task so outreach happens while interest is live. The result is faster first touches and far fewer dropped leads.

Notable Features

Create tasks from guide bookings
Assign tasks to SDR owners
Set priority and due dates