Notify advisor and flag unresponsive client for follow-up

Your review meeting scheduling statuses go stale when clients don't respond, leaving advisors without a clear outreach prompt. Get a follow-up alert and CRM flag so outreach can happen same day.

Overview

Unaddressed scheduling flags leave advisors without outreach direction and delay client reviews. This workflow routes unresponsive flags to the right advisor and updates the client record so outreach can occur same day and keep your review cadence intact.