Send milestone check-in emails to clients every weekday
Send milestone check-in emails to clients every weekday
Your milestone dates go untracked in the client roster, making coordinators unsure when to follow up. You get scheduled check-in emails so coordinators can prompt clients before the next session.
Overview
Manual milestone checks let coaching follow-ups slip and create uneven client engagement; this flow sends scheduled check-in emails based on elapsed days so coordinators always know who needs outreach. Expect predictable daily outreach and fewer missed follow-ups ahead of upcoming sessions.