Send review prep email and create review task
Send review prep email and create review task
Your annual review bookings often lack prep context, leaving advisers under-informed and homework undone. Get the client prep email sent and an internal task created so meetings are prepared same day.
Workflow preview:
Zap details:
Overview
Missing prep for annual reviews forces advisers to scramble and delays client work. This flow sends the review homework email to clients and creates a review task for advisers so meetings are ready same day.