Send missing intake reminders to clients by email
Send missing intake reminders to clients by email
Your client intake sheet has rows with missing form submissions, forcing coordinators to chase forms and delaying billing. This sends weekly reminders so coordinators finish follow-up the same day.
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Overview
Every Monday this workflow finds clients missing required intake forms and triggers a reminder so your program coordinators stop chasing manually. That reduces delays in billing and coaching prep and gets responses back within the same day.