Support ops: ensure first business reviews are scheduled

Customer support ops miss first review dates when contract start changes, risking renewals. It adds the first review date to customer records so managers can schedule follow-ups.

Overview

Missed first business reviews increase churn risk and leave account managers chasing dates. This workflow calculates and writes review dates into customer records and notifies owners, eliminating manual tracking and creating clear next steps. The result is fewer missed reviews, clearer handoffs, and stronger renewal conversations.

Notable Features

Calculate review date from contract start
Write review date to customer record
Alert account managers about scheduled reviews