Duration: 60 minutes
Focus: How to use the AI Template Builder and web-published forms to run a consistent cadence of check-ins, review prep and feedback collection without adding manual work for the team.

What you will learn:

• How to build a three-month and six-month check-in form using yes or no questions with expandable fields
• How to build an annual review prep form that embeds a calendar link so clients can book their review directly from the form
• How to assign review prep to support staff and use the comparison view to see what has changed
• How to build a post-meeting client feedback survey using the AI Template Builder