Update former member records and notify reception team
Update former member records and notify reception team
You lose offboarding momentum when member records, prospects, and birthday events aren't updated after status changes. This gives reception and ops accurate status so IT removals complete same day.
Overview
Offboarding stalls when status changes don't propagate, leaving reception and IT without the information needed to remove access. This flow updates CRM and marketing records, removes calendar entries, and emails reception so IT deprovisioning can finish the same day.