Send one-week reminder emails for pending client items
Send one-week reminder emails for pending client items
You can't prepare client meetings when onboarding items remain unreturned, causing reschedules and delayed billing readiness. Send daily one-week reminders so required files arrive before the meeting.
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Overview
Missing onboarding documents force reschedules and slow billing readiness — costing time and client trust. This daily one-week reminder emails clients automatically, so program coordinators get required files before scheduled meetings and reduce same-week reschedules.