Send intake questionnaire after new client call capture
Send intake questionnaire after new client call capture
Your new client calls arrive without intake details, delaying qualification. Send the intake questionnaire automatically so coordinators can qualify leads and book consultations same day.
Overview
When new-client calls aren't followed up immediately, you miss early qualification windows and scheduling stalls. This flow sends the intake questionnaire and logs outreach so coordinators can qualify and book consultations same day.