Ensure ops coordinators create and link client reviews

Ops coordinators miss converted clients when webhooks fail to create review records, risking renewal touchpoints. It creates linked six-month and annual reviews for follow-up.

Overview

Operations coordinators risk lost renewals when conversion events don't create follow-up records. This workflow creates and links six-month and annual review records to each client so account managers start follow-ups and close renewal gaps. Customers report faster handoffs and zero missed review entries.

Notable Features

Create six-month review records
Create annual review records
Link reviews to client records