Wellness founder: get referral leads prepped for calls

Co-founders in wellness miss prep when referral-booked leads go uncontacted, leaving scheduled calls underprepared. Enroll those leads in coordinated email and SMS so reps start calls prepared.

Overview

Booked referral leads often arrive without coordinated outreach, leaving calls unprepared and at-risk. This workflow ensures every referral-booked lead enters email and SMS follow-ups and notifies reps with context, turning scheduled calls into informed conversations and eliminating missed touchpoints.

Notable Features

Enroll referral-booked leads into sequences
Send coordinated email and SMS
Notify sales reps with lead context