Engineering: keep client check-ins posted and prioritized on cards
Engineering: keep client check-ins posted and prioritized on cards
Engineers see check-ins go unread, leaving account managers blind to urgent issues. It posts responses to the client's card and moves it to green/amber/red so account managers prioritize follow-up.
Overview
Missed check-ins leave account managers reacting late and client issues unresolved. This workflow posts every check-in to the client's card and updates its status so account managers prioritize follow-up and response times drop dramatically.
Notable Features
- Post check-in responses to cards
- Move client cards to status lists
- Notify account managers on changes