Start follow-ups when activation tasks are checked by team
Start follow-ups when activation tasks are checked by team
Your post-activation checklist completions don't trigger follow-up, leaving implementation tasks untracked. This creates standardized follow-up flows so coordinators complete handoffs same day.
Overview
Post-activation checklist completions are a critical handoff moment that often goes cold. This flow guarantees every checked task kicks off a consistent, reusable follow-up workflow so implementation coordinators can finish client handoffs the same day.