Send decision-call confirmation and schedule meeting for prospect
Send decision-call confirmation and schedule meeting for prospect
Your decision-call bookings lack confirmations, leaving prospects unsure and coaches unprepared. Sends confirmation, schedules the meeting and calendar event so everyone is prepared same day.
Overview
When a deal hits the decision-call stage you need the customer confirmed and your coach scheduled immediately. This flow creates the meeting, adds it to the calendar and sends the customer a confirmation so reps can prepare and avoid same-day confusion.