Nonprofit support: re-engage clients after AQoL 'First' update

Support agents miss follow-ups when AQoL flips to 'First', leaving wellness unchecked. It waits 30 days, emails a survey, and flags record so agents re-engage clients and capture current wellness.

Overview

Clients fall through the cracks when AQoL 'First' updates don't get scheduled follow-ups, putting program outcomes at risk. This workflow enforces a 30-day survey touchpoint, preventing missed follow-ups and keeping client wellness records current so your nonprofit preserves program impact and staff bandwidth.

Notable Features

Send scheduled follow-up surveys
Tag records after follow-up
Notify support agents of replies