Create reminder tasks to prompt client session bookings
Create reminder tasks to prompt client session bookings
Your client session bookings stall when month-old engagements go unprompted and consultants lack a clear next step. Reminders route to the right consultant so outreach happens the same day.
Overview
Stop losing momentum on client engagements—automatically create assigned reminder tasks when a session-age webhook fires so consultants receive a clear follow-up item. The workflow routes reminders to the right consultant and logs the action on the original task, enabling same-day outreach and fewer missed bookings.