Reserve 15-minute prep before client meetings for advisors
Reserve 15-minute prep before client meetings for advisors
Your client meetings lack a dedicated prep window, leaving advisors without notes before calls. Create 15-minute prep slots automatically so advisors arrive prepared ahead of each meeting.
Overview
If meetings go on the calendar without prep, advisors end up scrambling and client confidence can suffer. This flow reserves a 15-minute prep window automatically so advisors are ready and client calls start with context ahead of each meeting.