Create annual review and prep events for clients

Your client events lack automated reminder and prep slots, leaving advisors unprepared for scheduled reviews. Create the next review and a prep meeting so advisors can prepare ahead of the review date.

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Overview

When a client event is logged without follow-ups, advisors can show up unprepared and client experience suffers. This flow auto-schedules the next review and a prep meeting within minutes of the event, so your operations lead and advisors always have touchpoints and prep time visible ahead of the review date.