Update expiring client records to two-month status daily
Update expiring client records to two-month status daily
Your near-term client expiry records aren't updated, leaving retention queues stale. It moves qualifying rows to two-month status so retention managers get accurate lists before outreach.
Overview
Run a simple weekday job that advances near-term expiry clients into the two-month bucket so retention staff always work from an accurate list. That keeps outreach timely and reduces manual triage before each outreach cycle.