Coaching ops: keep 12-week renewals on track and logged

Operations coordinators and coaches miss 12-week renewal prompts in spreadsheets and chat, risking missed follow-ups. It notifies coaches and logs reminders to your dashboard for auditable follow-up.

Overview

Coaching operations lose timely follow-ups when reminders live in spreadsheets and chat, creating audit gaps and missed renewals. This workflow pushes 12-week reminders into coaches' channels and writes each reminder to your dashboard, delivering auditable follow-up and faster handoffs.

Notable Features

Notify coaches in their channel
Record reminder activity to dashboard
Filter out renewed or cancelling clients