Send onboarding feedback reminders to new coaching clients

Your onboarding call follow-ups often go untracked, so feedback slips and coaching materials get delayed. You’ll send timely feedback requests and reminders so clients receive resources same day.

Overview

When onboarding calls are marked complete, you need feedback and a clear next step for the client—without another manual task. This flow delivers personalized requests, escalates reminders automatically, and logs outcomes so program coordinators can provide resources same day.