Design booking rules and meeting types
Packaged know-how that tells an agent how to do a job well.
You might say…
“I had one booking link that let people book anything at any time, and I'd ended up with a week that destroyed my thinking.”
What it does
Proposes the meeting types, durations, availability windows, and buffer rules for the booking tool — reasoned from the advisor's session cadence and energy constraints.
Trigger: Use when configuring a scheduling tool or revising it when your capacity or engagement mix changes significantly.
I/O: Advisor's session cadence + energy constraints → meeting type definitions, durations, availability windows, and buffer rules
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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