Stop missed consult referrals hitting marketing inboxes now
Stop missed consult referrals hitting marketing inboxes now
Marketing coordinators miss referral consult bookings buried in calendar invites, letting high-value referral leads go unacknowledged. So referral coordinators can acknowledge leads promptly.
Overview
Referral consults fall through the cracks when bookings sit unnoticed in calendars, risking lost conversions. This workflow routes each consult into your marketing channel, tags the referral source, and kickstarts follow-up so coordinators acknowledge high-value leads promptly.
Notable Features
- Send channel alerts for consults
- Tag referral source in message
- Create CRM lead from booking