Notify coach to send satisfaction survey and log
Notify coach to send satisfaction survey and log
Your clients flagged for surveys often go uncontacted, creating missed outreach and reporting gaps. The flow pings the assigned coach and tags the record sent, keeping outreach on track same day.
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Overview
When survey flags flip in your client database, outreach windows can slip and feedback goes uncollected. This flow routes a clear reminder to the assigned coach and tags the record as sent, ensuring surveys are handled the same day.