Send quarterly partner check-in email to rostered contacts

Your broker roster and training opportunities drift between quarterly check‑ins, leaving coordinators without outreach prompts. You’ll re-engage partners and capture training leads each quarter.

Overview

Quarterly partner outreach keeps broker relationships active and training opportunities visible; without it, coordinators can lose momentum between cycles. This workflow sends a scheduled check‑in and routes replies to program coordinators so follow-up happens within the same quarter.