Purpose
Schedule discovery calls through the official booking flow so appointments are accurate, automated, and traceable.
Required Information
Verify the client’s full name, email, phone number, and preferred date/time when provided.
Procedure
1. Open the approved website booking flow or direct discovery-call page.
2. Enter the client data exactly; check spelling, email, and phone.
3. Select the closest available time, matching the preference when possible.
4. Submit and confirm the on-screen and email confirmations.
5. If confirmation is not automated, send date, time zone, meeting link, and preparation instructions.
Before closing, verify email, phone, time, time zone, required fields, and confirmation. Do not substitute an internal calendar for the official flow. Escalate for a walkthrough if needed.