Send projection booking details to meeting owner via DM

Projection meeting bookings often lack client or CRM context, leaving your meeting owner without prep or paperwork. They get client details and CRM links immediately so they can prepare same day.

Overview

Projection calls often land without CRM links or client notes, forcing owners to scramble before meetings. This workflow delivers client details and CRM context directly to the meeting owner’s DM within minutes of booking, so they can prep and run the call same day.