Send welcome message, follow up, and create quote task
Send welcome message, follow up, and create quote task
Your booking enquiries lack immediate outreach or a tracked quote task, leaving prospects uncontacted and proposals delayed. Begin outreach and logging within 24 hours.
Overview
Inbound booking enquiries should trigger both an immediate outreach and a clear sales action so leads don’t go cold. This flow sends a personalized welcome message, creates a flagged quote task, and follows up after 24 hours so reps begin outreach within a day.