Create testimonial reminder task for finished client work
Create testimonial reminder task for finished client work
Completed service tasks lack follow-up, so consultants miss asking for client testimonials. It creates a reminder task so consultants can request testimonials same day.
Overview
Stop relying on memory to collect client testimonials—turn every completed engagement into a repeatable outreach moment. This flow automatically creates a consultant-facing reminder and links it to the original service task, so requests go out the same day and program coordinators see the action in context.