Keep IT partners informed when clients attend orientation

Support agents lose client context when orientation attendees aren't added, causing follow-ups to slip. Adding them to the feedback audience ensures onboarding and support start outreach quickly.

Overview

Missed follow-ups after orientation leave customers feeling unsupported and risk lower satisfaction. This workflow captures every orientation attendee into your feedback audience and attaches meeting context so onboarding and support can start satisfaction outreach quickly. That creates clearer handoffs across IT, onboarding, and support and reduces missed touchpoints.

Notable Features

Add orientation attendees to feedback
Include meeting context with contact
Notify onboarding and support channels