Health sales ops: reserve prep and buffer calendar time
Health sales ops: reserve prep and buffer calendar time
Sales ops at wellness firms see meetings added without prep buffers, leaving reps under-prepared and risking lost consults. This creates a reserved prep block when events are created, so reps start meetings ready.
Overview
Sales ops at small wellness firms risk under-prepared reps and lost consults when meetings lack visible prep time. By creating a reserved prep/buffer block on event creation, this workflow reduces last-minute conflicts and helps reps consistently start meetings ready.
Notable Features
- Create reserved prep and buffer blocks
- Check for existing event conflicts first
- Label prep blocks for quick visibility