Update prospect and client trackers for changed meetings
Update prospect and client trackers for changed meetings
Your booked meetings often miss updated dates or lead status, leaving advisors unprepared and outreach late. Keep prospect and master client sheets current so planners can act and follow up same day.
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Overview
When meetings shift, advisors lose context and follow-ups slip — costing time and client confidence. This workflow keeps prospect and master client trackers in sync with rescheduled meeting dates and flags priorities, so planners can act and follow up the same day.