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Notification of inactivity


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Andre Le Roes

Feature Proposal: Agency Notification.
Objective:
To implement a notification system within WL that alerts us when a client account has not received reviews or interactions for a period of more than 5 days.
Rationale:
Proactive Support:
This feature will enable us to proactively reach out to clients who have not been active for a while. By doing so, we can offer assistance, answer queries, and engage them in a way that shows we are attentive to their needs.
Enhanced Customer Service:
Regular monitoring and timely interaction with clients demonstrate a high level of customer service. It shows that we are not just reactive but also proactive in understanding and catering to our clients' needs.
Client Retention:
By ensuring that no client feels neglected or overlooked, we can significantly improve client satisfaction and loyalty. This notification will act as an early warning mechanism to identify and address any potential issues before they escalate, thereby reducing churn rates.
Implementation Considerations:
A "Red badge number" on the clients name in the Agency View
Expected Outcomes:
Increased client engagement and satisfaction.
Improved client retention rates.
Enhanced reputation for outstanding customer service.
By implementing this feature, we aim to not only strengthen our relationship with existing clients but also to set a new standard for customer service in our industry.

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Activity Newest / Oldest

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Giacomo Chinellato

Status changed to: Under review