Real estate operations assistant: add 20-minute prep before Momentum calls
Real estate operations assistant: add 20-minute prep before Momentum calls
Operations assistants lose prep time when Momentum calls land unflagged, risking client readiness and commissions. This adds a short prep slot before each call so specialists arrive ready.
Overview
Operations assistants risk client readiness and commissions when calls arrive without prep time. This workflow guarantees a prep slot is added before every Momentum call, turning last-minute scramble into predictable handoffs so specialists arrive prepared.
Notable Features
- Create 20-minute prep event
- Add prep to specialist calendar
- Prevent overlapping prep events