Real estate ops assistants: add 20-min prep events
Real estate ops assistants: add 20-min prep events
Operations assistants miss prep for Acceleration calls, risking rushed client talks and lost showings. Create 20-minute prep events on specialists' calendars, ensuring they start calls with client context.
Overview
Operations assistants risk lost showings when specialists aren't prepared for client calls. This workflow ensures a 20-minute prep event lands on each specialist's personal calendar before every Acceleration call, eliminating last-minute scrambling and improving call readiness. Teams report faster handoffs and fewer missed prep windows.
Notable Features
- Add 20-minute prep events to calendars
- Match prep to assigned specialist
- Notify specialist when prep created