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Send new client intro bookings to intake coordinator before next workday

Send new client intro bookings to intake coordinator before next workday

Your scheduled intro calls land without structured client data, causing missed follow-ups and delayed intake. Intake coordinators receive complete lead records, a team alert, and ad conversion tracking before the next workday.

Send new client intro bookings to intake coordinator before next workday

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Send new client intro bookings to intake coordinator before next workday