Secure guardian second-trial bookings after class attendance for sales reps

Sales reps miss second-trial bookings when guardian follow-up slips and trial interest fades. Guardians receive a booking link plus a one-day reminder so sales reps secure second trials.

Overview

Missing second-trial bookings lets trial interest fade and conversion opportunities slip away. This workflow ensures guardians get a booking link at check-in plus a one-day reminder, converting fleeting interest into secured second trials and eliminating missed follow-ups. Sales leaders get cleaner lead records and faster handoffs so reps can focus on closing.

Notable Features

Send booking link at check-in
Trigger one-day reminder email
Create follow-up task for rep