Project managers: Flag and notify coaches before renewals
Project managers: Flag and notify coaches before renewals
Project managers miss YOC end dates, causing renewal lapses and inaccurate renewal status. This flow notifies coaches and flags the client record so renewals are confirmed before expiry.
Overview
Project managers risk renewal lapses and inaccurate status when YOC end dates slip through manual tracking. This workflow pushes near-term expiries to assigned coaches and flags records for operations, turning ad hoc renewals into a predictable process. Expect faster outreach, fewer missed renewals, and an auditable renewal trail for compliance and handoffs.
Notable Features
- Flag clients nearing their end date
- Notify assigned coach and project manager
- Mark renewal status for operations review