Send post-review follow-up and pension requests to clients

Your review meeting form entries leave advisers waiting for missing pension forecasts or survey responses. Send tailored follow-ups so clients reply within two weeks.

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Overview

After each review, this flow sends the right follow-up email to the right client, removing manual chasing and ensuring pension checks and feedback requests are issued within days. Advisers and client services get replies faster and can close outstanding items within the two-week follow-up window.