Ensure new customers receive 90-day offers and messages
Ensure new customers receive 90-day offers and messages
Operations coordinators adding new customer rows risk delayed outreach and missed lease payments. A mailed 90-day offer and triggered message ensure operations staff contact customers promptly.
Overview
Operations coordinators risk missed lease payments when outreach is delayed. This workflow mails a 90-day offer and triggers a message as soon as a new customer row appears, preventing missed payments and enabling faster handoffs. With audit logs and status updates, ops maintain clear visibility and zero missed follow-ups.
Notable Features
- Generate mailed 90-day offer letters
- Send triggered messages to customers
- Record contact status in spreadsheet