Create discovery prep task for upcoming client meetings
Create discovery prep task for upcoming client meetings
Your discovery bookings lack a prep checklist, so you scramble for client documents and goals before calls. It creates a dated prep task for each discovery so you are prepared one day before.
Overview
Discovery meetings often arrive without a clear prep plan, forcing planners to scramble and hunt for documents. This flow creates a dated prep task automatically so advisors have a checklist and are ready one day before the meeting.