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.

Send weekly onboarding update reminders to client coordinators

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.

Send weekly onboarding update reminders to client coordinators