Keep project managers alerted for unresponsive accounts every 30 days
Keep project managers alerted for unresponsive accounts every 30 days
Project managers miss accounts flagged unresponsive, causing stalled handoffs and service lapses. Automated alerts ping CSAs at 30-day milestones so follow-ups restore account activity.
Overview
Unresponsive bookkeeping accounts create project delays and client service gaps. This workflow converts each 30-day unresponsive milestone into CSA tasks and Slack alerts, so project managers stop losing touch and account activity is proactively restored.
Notable Features
- Alert CSAs at milestones
- Create follow-up tasks for CSAs
- Add account notes with timestamps