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Trigger two day aftercare outreach before service date

Your service records without scheduled aftercare cause inconsistent family follow-up and extra work for funeral staff. You get queued aftercare two days before service for reliable follow-up.

Trigger two day aftercare outreach before service date

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Overview

When aftercare isn’t queued reliably, families miss outreach and staff scramble to catch up. This flow automatically queues the two‑day pre‑service action set so coordinators receive a ready task and families get contact two days before the service.

Trigger two day aftercare outreach before service date