Send confirmation email and prep link for booked sessions

Your booked strategy sessions miss confirmations and prep, leaving reps unprepared for calls. This sends confirmations and a prep link so reps are ready and calls are confirmed within minutes.

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Overview

Booked strategy sessions often land without a clear confirmation or prep materials, which leaves reps scrambling and increases no‑shows. This flow delivers confirmation emails and a prep link within minutes and CCs the consultant so reps arrive call‑ready and high‑value slots stay filled.