Add pipeline clients to 7-day chaser email sequence
Add pipeline clients to 7-day chaser email sequence
Your ongoing-advice pipeline records miss chaser outreach, causing client engagement to stall. Start chaser emails automatically to re-engage clients and rebook calls the same day.
Overview
When clients sit in your 7‑day pipeline without outreach, engagement and rebooking opportunities slip away. This flow captures those records into your messaging system and fires chaser events so coordinators can rebook calls the same day.