Keep marketing ops informed when clients need documents

Marketing ops miss client document requests flagged by intake systems, causing delayed tax prep and poor client experience. This workflow emails requested info and marks records so the tax team receives required documents faster.

Overview

When marketing ops miss flagged document requests, tax prep stalls and clients get frustrated. This workflow ensures every flagged client receives a tailored info-request email and their record is updated, resulting in faster document collection and zero missed follow-ups. Ops and tax gain consistent visibility into outstanding files.

Notable Features

Send tailored information-request emails
Mark and tag client records
Notify tax team when flagged