Send pre-visit survey and appointment details to clients
Send pre-visit survey and appointment details to clients
You lose prep time when bookings miss intake and consent details. Your sales specialists arrive prepared same day when surveys and appointment details go out automatically.
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Overview
Too many appointments start without client context, wasting advisor time and slowing enrollments. Automating the pre-visit survey and appointment summary delivery gives your sales specialists client context within minutes of booking, so calls start focused and outcomes improve same day.