Create shared journey tracker and email meeting attendees
Create shared journey tracker and email meeting attendees
Your CSM meetings lack a shared journey tracker, leaving attendees without tasks or context. The flow creates and shares the tracker and emails prep instructions so everyone is ready before the call.
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Overview
Manual sharing of onboarding trackers slows kickoff momentum and leaves customers unprepared. This flow creates a meeting-specific tracker, publishes an editable link, and emails prep instructions immediately so CSMs and customers are ready before the call.