Send staged NPS email after task completes to client

Client task completions miss timely NPS outreach, leaving feedback uncollected and credits unissued. It sends the staged survey link and credit trigger so you capture feedback and apply credits same day.

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Overview

Milestone task closures are the moment you can capture honest client feedback — if you miss it, you miss coaching moments and credit opportunities. This flow sends the correct staged survey immediately and triggers credits same day so billing and client experience stay aligned.