Coaching CEOs: mark coachee surveys sent and timestamped
Coaching CEOs: mark coachee surveys sent and timestamped
Coaching CEOs lose final email visibility, leaving coachee records ambiguous and follow-ups missed. It marks the record Sent with a timestamp so ops owners see status and avoid manual checks.
Overview
Coaching practices risk missed follow-ups and confused delivery records when final emails aren't tracked. This workflow keeps every coachee tracking row marked Sent with a timestamp, eliminating manual checks so ops owners can act confidently and handoffs happen without delay.
Notable Features
- Mark tracking rows as Sent
- Add timestamp to sent records
- Notify ops owner on update