Send assessment report and booking invite to prospects
Send assessment report and booking invite to prospects
Your assessment submissions lack timely follow-up, so candidates cool and enrollment momentum drops. Send tailored reports with a booking link so advisors get warm prospects ready for same-day calls.
Overview
When assessment completions sit unattended, prospects cool and enrollment momentum drops. This flow sends each candidate a tailored results email and booking invite within minutes, so advisors can reach warm prospects the same day.