Send monthly check-in reminder email to client contacts

Your monthly check‑in reminders are inconsistent, leaving recurring bookings unscheduled and prep missing. Automate reminders so meetings are scheduled and billing topics are ready before next cycle.

Overview

Recurring check‑ins keep advisory relationships alive and billing conversations on track. This flow takes the manual guesswork out of monthly reminders so your principal consultant and program coordinators have meetings booked and agenda items visible on the configured monthly date.