Log client emails and set follow-up reminders in table
Log client emails and set follow-up reminders in table
Your client emails sit untracked, causing missed follow-ups and poor prep for advisors. Be prepared for client meetings by capturing sent and received messages and adding follow-up dates.
Overview
Unlogged client email threads create handoff friction and missed outreach before meetings. This flow centralizes incoming and outgoing messages into one tracking table and auto-sets follow-up dates so advisors and practice managers can act within minutes and be prepared for the next client meeting.