Alert client owners when a mentoring engagement concludes
Alert client owners when a mentoring engagement concludes
Your mentoring roster misses exit signals when participant rows update, so owners lack notice to plan follow-up. Owners get alerts so they can schedule next-step calls before the engagement ends.
Overview
When mentoring engagements conclude without timely outreach, renewal opportunities cool and client momentum is lost. This flow alerts your program coordinators immediately on sheet updates so they can make same-day outreach and preserve renewal conversations.