Send weekly onboarding update reminders to client coordinators
Send weekly onboarding update reminders to client coordinators
Your onboarding forms miss weekly updates when coordinators skip check-ins, leaving client progress unclear for billing. Get automated weekly reminders so updates arrive ahead of Monday reviews.
Overview
Weekly onboarding updates often slip through, delaying delivery and billing. This flow delivers targeted DMs to coordinators every week so leadership and billing receive status updates ahead of the Monday review.