Prevent missed membership check-ins for member success reps

Member success reps miss membership check-ins, increasing cancellation risk. It creates two-week, one-month, and pre-cancellation tasks so coordinators get reminders before cancellations.

Overview

Missed membership check-ins drive last-minute cancellations and extra support work. This workflow turns membership dates into staged, assigned tasks for member success reps so reminders happen before cancellation windows and missed follow-ups are eliminated.

Notable Features

Create staged check-in tasks
Assign tasks to success reps
Schedule pre-cancellation reminder tasks