Head of networks: add recent meetings to NPS list
Head of networks: add recent meetings to NPS list
Head of networks loses track of recent first meetings, closing early NPS feedback windows. It adds orgs with a first meeting in two weeks to the NPS list so CX and marketing can survey them.
Overview
Head of networks in capital markets face blind spots when early meetings go un-surveyed, which can distort NPS and hide adoption issues. This workflow captures organizations with recent first meetings into your NPS outreach and notifies CX and marketing so follow-ups happen and missed surveys are eliminated.
Notable Features
- Add recent organizations to NPS
- Filter by first meeting date
- Notify CX and marketing promptly