Send scheduled weekly check-in SMS reminders to clients

Your weekly client check-in list lacks automated reminders, leaving agents to text manually and miss timely touchpoints. The workflow sends scheduled SMS reminders so follow-ups happen on time.

Overview

Missed weekly touchpoints let relationships cool and opportunities slip. This scheduled flow turns your reminder table into weekly, personalized SMS check-ins so agents maintain consistent follow-up cadence and keep clients engaged the same week.