Draft the booking confirmation and prep note
Composes the scheduling outreach for a lead who has passed triage — a calendar link or proposed times, a confirmation message, and a brief agenda/prep note so the prospect knows what the qualification call covers.
In / outPassed-triage lead record + available times + service context → scheduling message with calendar link and prep note
You might say…
“The lead said yes to a call but the prep note I sent made it feel like a sales interrogation.”
What it does
Composes the scheduling outreach for a lead who has passed triage: a calendar link or proposed times, a confirmation message, and a brief agenda / preparation note so the prospect knows what the qualification call covers. Used once a lead is assessed worth a live conversation. Light-judgement drafting tailored to the lead's situation; operator reviews and sends.
Trigger: Use once a lead is assessed as worth a live conversation to send professional, expectation-setting scheduling outreach.
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