Send pre-meeting form after a booking is created
Send pre-meeting form after a booking is created
Your bookings often arrive without intake forms, leaving coordinators unprepared for home visits. Send the questionnaire immediately so coordinators can review answers before the meeting.
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Overview
When bookings come in without intake responses, coordinators scramble to get context before visits. Route each new booking to an immediate questionnaire, log outreach on your project board, and ensure coordinators can review answers before the meeting.