Automated reminders for account managers to check-in with key clients

Purpose

1.1. Ensure account managers consistently engage key aluminum supply clients to boost satisfaction, foster loyalty, and surface new sales opportunities.
1.2. Reduce manual tracking errors and forgotten follow-ups via reliable automated check-in scheduling.
1.3. Systematically inform account managers of critical client moments—large orders, contract renewals, complaint resolution, or long inactivity—prompting timely outreach.
1.4. Maintain, log, and analyze touchpoint history for relationship quality improvement and management oversight.

Trigger Conditions

2.1. Set interval (e.g., every 30/60/90 days since last contact with client marked as 'key').
2.2. Occurrence of significant events (large order placed, service request, milestone date, inactivity for x days).
2.3. CRM status field updated to flag specific engagement needs.
2.4. Custom workflow trigger via webhook/automation API signal.

Platform Variants

3.1. Salesforce
• Feature: Process Builder or Flow — configure to check account last activity and trigger tasks/reminders.
• API: `/services/data/vXX.0/sobjects/Task` to create task for account manager.

3.2. Microsoft Dynamics 365
• Feature: Power Automate flow — scheduled trigger on accounts with custom fields.
• API: `POST /api/data/v9.0/tasks` for automated activity creation.

3.3. HubSpot
• Feature: Workflows — set last contacted property triggers, assign tasks.
• API: `/crm/v3/objects/tasks` to create follow-up reminders.

3.4. Zoho CRM
• Feature: Automation Rules — triggers based on inactivity or custom client tags.
• API: `POST /crm/v2/Tasks` for task and reminder creation.

3.5. Pipedrive
• Feature: Automations on People/Deal updates for regular reminders.
• API: `/activities` endpoint for creating reminders.

3.6. Monday.com
• Feature: Automations — date column triggers notifications to account managers.
• API: `POST /v2` GraphQL mutation to create reminder item.

3.7. Asana
• Feature: Rules — timed rules to create and assign tasks to account managers.
• API: `POST /tasks` for new check-in assignment.

3.8. Trello
• Feature: Butler Automation — scheduled card creation on team boards.
• API: `POST /1/cards` to create check-in card.

3.9. Notion
• Feature: Automated database reminder formulas and integrations.
• API: `POST /v1/pages` to add reminder entry.

3.10. Slack
• Feature: Workflow Builder — scheduled reminder messages to account managers.
• API: `chat.postMessage` to DM reminders.

3.11. Gmail
• Feature: Google Apps Script — time-driven triggers for draft or send email reminders.
• API: Gmail API `users.messages.send` endpoint.

3.12. Outlook
• Feature: Outlook Rules with Power Automate — scheduled reminder mail or calendar event.
• API: `POST /me/events` to add calendar check-in.

3.13. Twilio SMS
• Feature: Programmable Messaging — scheduled SMS to account manager’s mobile.
• API: `POST /2010-04-01/Accounts/{AccountSid}/Messages.json`.

3.14. SendGrid
• Feature: Automated transactional email on schedule.
• API: `POST /mail/send` to email reminders.

3.15. ActiveCampaign
• Feature: Automation campaigns with contact engagement logic.
• API: `/api/3/tasks` to schedule contact-related task.

3.16. ClickUp
• Feature: Automations — recurring reminders and tasks for client follow-up.
• API: `POST /api/v2/task` for check-in.

3.17. Intercom
• Feature: Custom bots/workflows to ping account managers.
• API: `POST /conversations` to start reminders.

3.18. Freshsales
• Feature: Workflow automation for lead/customer inactivity.
• API: `POST /crm/sales/tasks` for follow-up.

3.19. Insightly
• Feature: Workflow automation — schedule activity for accounts.
• API: `POST /v3.1/Tasks` for account manager reminders.

3.20. Pipefy
• Feature: Automations — recurring or event-based card/task creation for account managers.
• API: `POST /tasks` endpoint for check-in reminder.

Benefits

4.1. Consistent, personalized engagement increases client retention and upsell opportunities.
4.2. Minimizes risk of account neglect through systematic reminders.
4.3. Frees account managers from manual tracking—focus on relationships, not admin.
4.4. Quantifiable activity records support continuous improvement and performance tracking.