Send follow-up emails after phone consultations to clients
Send follow-up emails after phone consultations to clients
You miss timely outreach when phone consultation notes aren't routed and reviewed, delaying intake and bookings. Clients get tailored onboarding emails with next steps and booking links same day.
Overview
When phone-consultation notes land without clear routing, onboarding stalls and bookings slip. This workflow routes each note, waits an hour for review, and sends the correct, templated onboarding email so clients receive next steps same day.