Customer support ops: send SMS for unsigned contracts

Customer support ops log new spreadsheet rows of unsigned recurring contracts, risking payout holds for customers. Send SMS reminders when a row appears so contacts sign and payouts aren't blocked.

Customer support ops: send SMS for unsigned contracts

Overview

Unsigned recurring contracts create payout holds that frustrate customers and increase support workload. Routing new spreadsheet rows into SMS reminders gets contacts to sign before payouts are blocked, leading to dramatically faster responses and fewer manual follow-ups.

Notable Features

  • Send SMS on new rows
  • Match row to contact phone
  • Log message status to spreadsheet

Customer support ops: send SMS for unsigned contracts