Send 30-day expiring client reminder to team channel
Send 30-day expiring client reminder to team channel
Your client program end dates can go unnoticed, leaving coaches unprepared for renewals or offboarding. You get timely alerts so teams can prepare renewals or offboarding ahead of the end date.
Workflow preview:
Zap details:
Overview
Missed expirations cost renewals and leave coaches scrambling; this flow brings those deadlines into view so teams act predictably. Pushes clear, timed alerts to the right channel so program managers begin outreach 30 and 15 days before expiry.