Keep marketing ops prep by moving Sunday checkins to Friday

Marketing ops see pre-demo check-ins scheduled on Sundays, causing missed prep and misaligned nurture. Moving them to the prior Friday keeps outreach before the weekend and gives reps prep time.

Overview

Weekend pre-demo meetings break nurture cadence and leave prospects underprepared, risking engagement. This workflow shifts Sunday check-ins to the prior Friday, updates activity records, and notifies reps — eliminating weekend appointments and keeping CRM timelines accurate so marketing ops can protect campaign cadence.

Notable Features

Move Sunday checkins to Friday
Notify sales reps of reschedule
Update CRM activity dates