Consulting COOs: never miss referred client handoffs again

Management consulting COOs see referred clients stuck in a 'Referred' view, causing onboarding delays. It sends a single midday announcement the next day so owners and referrers can coordinate handoff.

Overview

Referred clients that sit in a Referred view stall onboarding and leave referrers uncredited. This flow delivers a single midday announcement to contract owners and referrers the following day so handoffs happen and referral recognition is visible. That clarity protects onboarding momentum and makes referral acknowledgements part of your standard process.

Notable Features

Notify contract owner and referrer
Delay message until midday next day
Post announcement to team channel