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Create five-minute prep buffer after short client meetings

Create five-minute prep buffer after short client meetings

Your short client meetings leave no time to record notes or next steps, so follow-ups slip. Gain five minutes of protected buffer so advisors capture context and act before the next appointment.

Create five-minute prep buffer after short client meetings

Overview

Back-to-back short client meetings can erode time for reliable note capture and next-step planning. This flow inserts a five-minute busy block after short bookings so advisors immediately preserve context and complete follow-ups before the next appointment.

Create five-minute prep buffer after short client meetings