Send plan extension emails and update client record
Send plan extension emails and update client record
Your plans marked for extension often get no outreach, leaving renewal windows unaddressed. It sends personalized extension emails and updates the plan record so account staff can follow up same day.
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Overview
When plan rows are flagged for extension, manual outreach slips and renewals are delayed. This flow sends tailored extension emails and logs the send in your plans database, enabling account teams to act and follow up the same day.