Send welcome info email and schedule follow-up task

New lead entries without immediate outreach let interested students lose momentum and reduce bookings. Send an info email and set a follow-up reminder so you can book evaluations same day.

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Overview

New inquiries convert best when contacted immediately; every delayed reply risks losing a booking. This flow sends a personalized info email within minutes, schedules a two-day follow-up, and marks the lead for easy triage so you can book evaluations same day.