Send monthly program check-ins to each client channel

You miss monthly outreach when program term dates aren't tracked, leaving coordinators without renewal context. Monthly check-ins give client success managers the context to act before term end.

Overview

Missed term milestones cost renewal momentum and create reactive work for success teams. This flow delivers scheduled monthly and two-week reminder messages into client channels and updates your master sheet, so your managers have the context to act before term end.