Operations assistants: prepare Momentum call folders early

Operations assistants skip Momentum Call prep, risking missed follow-ups and stalled closings. Set prep tasks and ping specialists two days before, so folders are ready.

Overview

Unprepared Momentum Calls disrupt closing timelines and frustrate brokers. This workflow creates prep tasks and notifies operations and delivery specialists ahead of each call, protecting closing timelines and the client experience. The result is clearer ownership and far fewer missed follow-ups.

Notable Features

Create prep tasks from calendar
Notify operations and delivery specialists
Assign task ownership via round robin