Keep customer check-in dates current for business owners

Business owners lose visibility when customer master records go stale, making account teams miss check-ins. Weekly updates add next check-in so account teams always see upcoming appointments.

Overview

Stale master records cause account teams to miss check-ins and create client friction. This weekly workflow writes each customer's next check-in into your master system, so account teams always see upcoming appointments and missed follow-ups are avoided.

Notable Features

Run weekly master record scan
Update each customer's next check-in
Flag missing contracts for review