Prevent unbooked onboarding calls for customer support ops

Customer support ops see students who haven't booked Roadmap calls, causing onboarding delays and churn risk. A daily reminder alerts account managers and onboarding coordinators, ensuring calls are scheduled before delays escalate.

Overview

Unbooked Roadmap calls stall onboarding and increase churn risk while support ops manually chase lists. This workflow delivers a daily roster of unbooked students to account managers and onboarding coordinators, turning reactive chasing into proactive outreach so follow-ups are never missed and response times drop dramatically.

Notable Features

Send daily reminder to managers
List unbooked students with booking links
Flag overdue onboardings for follow-up