Send staged reminder to deal contact before kickoff

Deal moves into kickoff reminder stage, leaving contacts without key details and reps rushing. Send templated pre-kickoff messages so outreach is consistent and completed same day.

Workflow preview:

Zap details:

Overview

When deals reach your kickoff reminder stage, inconsistent outreach causes no-shows and frantic prep. This flow sends a templated message to the contact within minutes of the stage change, giving reps and program coordinators consistent pre-call context the same day.