Send kickoff phase reminder to assigned customer contacts
Send kickoff phase reminder to assigned customer contacts
Your kickoff-stage deals miss confirmed customer reminders, causing no-shows and last-minute prep rushes. This sends a templated reminder to the customer's phone so prep is confirmed before kickoff.
Overview
Deals that advance to kickoff need a reliable customer reminder to avoid no-shows and chaotic prep. This flow messages customers a templated kickoff reminder as soon as the stage changes, so coordinators get confirmations and meetings start on time.