Coaching partners: stop missed billing and commissions now

Partners managing advisor accounts miss Free Month changes, causing wrong commissions and clients not notified before invoices. Alerts create Support/CSM tasks to update billing and notify clients.

Overview

Missed Free Month flags create incorrect commission records and surprise invoices, which can damage advisor relationships and renewals. This workflow converts each status change into prioritized Support and CSM tasks, Slack alerts, and billing-tracker updates so billing edits and client notices happen before invoices — eliminating missed follow-ups and keeping commission records clean.

Notable Features

Assign follow-up tasks to Support
Notify CSM and finance channels
Update billing tracker and statuses