Brokers and owners: stop sending NPS to past clients
Brokers and owners: stop sending NPS to past clients
Managing brokers see NPS sent to contacts after deals move to past stages, creating irrelevant outreach and harming client relationships. It unsubscribes contacts so CX avoids irrelevant surveys.
Overview
Managing brokers risk harming client relationships and wasting outreach when NPS surveys reach former clients. This workflow removes contacts tied to deals that enter past stages, keeping your NPS audience relevant and protecting referrals. CX and ops get cleaner feedback lists and eliminate irrelevant survey sends.
Notable Features
- Unsubscribe contacts when deal stages change
- Inspect owner and tenant pipelines
- Notify customer experience of unsubscribes