Send annual review reminders to consultants via direct message

Your consultants' annual review events often miss self-reflections and client feedback, delaying manager prep. Deliver reminders and feedback links so managers have materials ready before review meetings.

Workflow preview:

Zap details:

Overview

When consultants miss submitting self-reflections and client feedback, managers lack the materials needed for productive reviews. This flow locates upcoming annual review events and messages consultants with a concise checklist and feedback links, ensuring managers have everything ready before scheduled review meetings.