Start client meeting checklist when a booking is scheduled
Start client meeting checklist when a booking is scheduled
Your scheduled client bookings often lack consistent prep, leaving advisors without agendas or assigned tasks. Standardized checklists and assigned follow-ups are ready before each appointment.
Overview
When client bookings don't translate into consistent prep, advisors spend meeting time catching up instead of advising. Connecting bookings to a CRM meeting workflow automates checklists and task assignment so advisors are ready within minutes, ensuring preparedness before each appointment.