Add post-meeting portfolio organizations to NPS outreach list
Add post-meeting portfolio organizations to NPS outreach list
Your portfolio organizations lack post-meeting tracking, causing missed NPS outreach and delayed follow-up. This routes eligible organizations into your NPS outreach list for follow-up within days.
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Overview
If post-meeting organizations aren't queued for NPS outreach, feedback windows close and relationship momentum fades. This flow moves organizations into your NPS outreach list automatically after their first meeting, so program coordinators and investor relations can act within days.