Send pre-call welcome email to newly scheduled invitees

Your discovery bookings come without prep, so clients arrive unsure about goals and intake details. Deliver a tailored pre-call guide and welcome message so clients arrive prepared the same day.

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Overview

Unprepared discovery calls waste coaching time and slow program onboarding. Send a friendly welcome and prep guide immediately after booking so your coaches and coordinators have client context and can run efficient calls the same day.