Create 90-day follow-up rows for at-risk product accounts
Create 90-day follow-up rows for at-risk product accounts
Accounts that reach 90 days in product analytics lack tracked follow-up entries, leaving support ops without outreach context. This creates a same-day tracking row for outreach.
Overview
When accounts hit a 90-day milestone you need outreach context, not manual lookups; this flow captures those accounts into a shared tracker so program coordinators see tenure and activity at a glance. That lets reps schedule same-day outreach and avoid missed retention or onboarding touchpoints.