Business owners: keep 30/60/90 client check-ins on track
Business owners: keep 30/60/90 client check-ins on track
Business owners miss onboarding follow-ups when paid clients aren't logged. It creates new rows in your 30/60/90 check-ins sheet from payment updates, so client-success starts scheduled follow-ups.
Overview
Missed onboarding check-ins cost retention and create manual chaos. This workflow captures paid clients from your billing system and logs them into a centralized 30/60/90 check-ins sheet while creating follow-up tasks, eliminating missed handoffs and keeping client-success focused on engagement.
Notable Features
- Add paid clients to check-ins
- Trigger when payment status changes
- Create scheduled follow-up tasks