For marketing ops: prevent missing 3D proposal requests

Marketing ops lose subscribers who lack 3D proposals after onboarding, leaving proposal requests unaddressed and risking churn. So support agents can verify profiles and request proposals quickly.

Overview

Missing 3D proposals stall onboarding and risk subscriber churn. This workflow turns flagged subscribers into ticketed support tasks and notifies agents, ensuring profiles get verified and proposals requested so cases no longer slip through—support teams report faster response times and no missed follow-ups.

Notable Features

Create support tasks for flagged subscribers
Notify support agents with subscriber details
Pre-populate profile checks for agents