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.

Send halfway huddle reminder and update contact record

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.

Send halfway huddle reminder and update contact record