Business owners keep client check-ins on client cards
Business owners keep client check-ins on client cards
Business owners watch check-in forms get lost in inboxes, causing account managers to miss client issues. This links responses to the correct client card so account managers act with full context.
Overview
Missed client check-ins create blind spots that let issues escalate and delay follow-ups. This workflow keeps every check-in attached to the right client card so account managers always have up-to-date context, reducing missed updates and improving handoffs.
Notable Features
- Attach form responses to client cards
- Notify account managers of updates
- Filter out ex-client submissions