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Create 3-month follow-up rows for new first-order customers

Create 3-month follow-up rows for new first-order customers

Your first-order records miss scheduled touchpoints, causing retention outreach to slip. You get prefilled follow-up rows so coordinators run three-month outreach on schedule.

Create 3-month follow-up rows for new first-order customers

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Overview

When first orders don't create scheduled follow-ups, retention outreach gaps appear and coordinators scramble. This flow creates prefilled follow-up rows immediately after first orders so campaign managers can execute three-month outreach on schedule and avoid missed contacts.

Create 3-month follow-up rows for new first-order customers