Accounting partners: create and log NPS per department
Accounting partners: create and log NPS per department
Accounting partners miss NPS tasks in project lists, delaying client follow-up and risking renewals. Provision department NPS surveys and log them in the Master NPS sheet so customer success can act.
Overview
Accounting partners risk missed renewals when client feedback isn't captured. This workflow ensures every department NPS is created and logged automatically, so customer success begins follow-up immediately and manual handoffs are eliminated.
Notable Features
- Create a department NPS survey
- Register each survey in Master NPS
- Alert customer success for follow-up