Send halfway huddle reminder and update contact record
Send halfway huddle reminder and update contact record
Your mid-program clients often lack scheduled huddles, stalling progress. This sends reminders and updates contacts so coordinators can schedule clients same day.
Overview
Stop leaving mid-program huddles to manual checks—this flow automatically detects a client's midpoint, updates their contact, and sends a scheduling reminder. Coordinators get clients scheduled same day, reducing last-minute outreach and stalled progress.