E-learning support ops: pin check-in surveys to deals

Support ops miss onboarding check-ins, leaving agents without context. A pinned check-in note with a short survey lands on matching deals, so agents start outreach with context.

Overview

Onboarding deals without documented check-ins create blind spots that lead to learner drop-off and reactive support. Pinning an async survey to every qualifying onboarding deal gives agents immediate context, eliminating missed check-ins and enabling faster, more informed follow-ups.

Notable Features

Create pinned survey note
Attach deal context automatically
Notify agents of new check-ins