Keep client coaching end dates accurate for support ops

Customer support ops at wellness firms miss coaching end date updates when upsell forms pile up, causing client access lapses. This updates CRM end dates so renewals stay accurate.

Overview

Wellness operations risk client access lapses and awkward renewal handoffs when upsells aren't reflected in CRM records. This workflow keeps coaching end dates current after each upsell, eliminating manual date reconciliation and preventing access gaps so support ops can focus on retention and follow-up.

Notable Features

Update CRM coaching end dates
Format end dates for CRM
Notify support ops of changes