Prevent last-minute prep by collecting client photos
Prevent last-minute prep by collecting client photos
Operations coordinators miss client photo uploads, leaving consultants without images and causing last-minute gaps. 24‑hour reminders prompt uploads so consultants receive photos before consultations.
Overview
Operations coordinators risk leaving consultants unprepared when client photos are missing. This workflow triggers scheduled 24‑hour reminders with an upload link, ensuring consultants receive project images before consultations and reducing last-minute clarifications.
Notable Features
- Send targeted 24-hour reminder emails
- Include direct upload link in messages
- Tag records for consultant follow-up