Send 14-day setup alert to account owners and creators

Your onboarding cases can close without an owner check, leaving early risks unaddressed for new accounts. Owners receive a 14-day setup alert so they schedule check-ins within the follow-up window.

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Overview

When onboarding cases close without a planned outreach, new accounts can go days without a check-in and early issues compound. This sends a 14-day setup alert to the account owner and creator so they schedule a check-in within the two-week window and surface any onboarding risks promptly.