Send monthly client status updates and complete orders
Send monthly client status updates and complete orders
Your link-monitoring sheet and order statuses drift out of sync, so clients miss rank-change updates. Send monthly notices and mark completed work to keep clients informed before the next review.
Overview
Eliminate the monthly scramble to compile client rank reports and manually flip order statuses. This flow sends consistent, client-ready updates and marks completed work automatically, so your project coordinators can act on exceptions instead of compiling reports each month.