Create 15‑minute pre and post prep blocks for meetings
Create 15‑minute pre and post prep blocks for meetings
You lack built-in pre/post meeting time, so notes and follow-ups get delayed. Add 15‑minute prep and debrief slots so consultants can prepare and close actions same day.
Workflow preview:
Zap details:
Overview
When meetings lack built-in prep time, consultants arrive underprepared and follow-ups get postponed. This flow inserts 15‑minute prep and debrief slots around matching calendar events so your account leads are ready and actions close same day.