Send client task deadline reminders and internal alerts
Send client task deadline reminders and internal alerts
Untracked missing tasks in your tracker stall client progress and eat coordinator time. Send timed reminders and internal alerts so clients act before onboarding deadlines.
Overview
Missed milestone tasks stretch onboarding and force coordinators into manual chasing. This flow automatically emails clients, updates contact records, and posts team alerts so coordinators act and onboarding stays on schedule within days.