Scheduling of recurring check-in calls

Purpose

1.1. Automate timely scheduling of recurring check-in calls with advertising clients to review campaign status, gather feedback, and enhance client engagement.
1.2. Ensure account managers never miss scheduled touchpoints and client communication remains consistent and professional.
1.3. Integrate scheduling data with CRM, calendar, and notification tools for seamless workflow.
1.4. Collect analytics on call frequency, client responsiveness, and outcomes for quality assurance and optimization.

Trigger Conditions

2.1. New client onboarding flagged in CRM.
2.2. End of a campaign milestone reached.
2.3. Recurring time interval since last call (e.g., weekly, monthly).
2.4. Manual request by account manager via internal portal.
2.5. Client submits feedback indicating need for follow-up.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Use Calendar API — create recurring events with attendee invites and automated reminders.

3.2. Microsoft Outlook/Exchange
• Feature/Setting: Graph API — schedule series with recurrence rule; send invite to client and manager.

3.3. Zoom
• Feature/Setting: Meeting API — auto-generate meeting links, recurrence enabled, auto-email sent.

3.4. Twilio Programmable Voice
• Feature/Setting: Scheduled outbound calls/reminders via TaskRouter or Voice API.

3.5. Twilio SMS
• Feature/Setting: Messaging API — send SMS reminders of upcoming calls to clients.

3.6. Slack
• Feature/Setting: Scheduled reminders using Reminders API for internal team.

3.7. HubSpot
• Feature/Setting: Workflow Automation — trigger tasks on deal stages to auto-schedule calls.

3.8. Salesforce
• Feature/Setting: Process Builder or Flow — recurring task creation and event scheduling for contacts.

3.9. Zoho CRM
• Feature/Setting: Workflow Rules — schedule activities at intervals based on client type or campaign.

3.10. Calendly
• Feature/Setting: Recurring meeting types; API to trigger calendar events and send invites.

3.11. Pipedrive
• Feature/Setting: Scheduler link API integration — autofill fields for client and rep, set recurrence.

3.12. Google Sheets
• Feature/Setting: Scheduled scripts — auto-fetch client list, mark next check-in call date, trigger event.

3.13. Trello
• Feature/Setting: Butler Automation — auto-create check-in cards on calendar schedule, assign team.

3.14. Asana
• Feature/Setting: Recurring task creation via Rules (Automation), auto-notification to assigned users.

3.15. ClickUp
• Feature/Setting: Automations — create new tasks/subtasks for check-in events, notify users.

3.16. Aircall
• Feature/Setting: Call scheduling API — set up call slots, reminder notifications to reps and clients.

3.17. Copper CRM
• Feature/Setting: Workflow automation — trigger Google Calendar recurring event, update timeline.

3.18. Intercom
• Feature/Setting: Series automation — auto-send messages to book/schedule calls.

3.19. Mailchimp
• Feature/Setting: Email automations — recurring campaigns to prompt clients for call confirmations.

3.20. Monday.com
• Feature/Setting: Recurring item automation — set check-in task for every account, auto-update status.

3.21. Freshdesk
• Feature/Setting: Scenario automation — create ticket/reminder for check-in, schedule follow-up tasks.

3.22. Zendesk
• Feature/Setting: Triggers/Automations — generate ticket and alert for upcoming check-in.

Benefits

4.1. Eliminates manual scheduling and reduces missed check-ins.
4.2. Centralizes scheduling data, supporting better client management.
4.3. Enhances client satisfaction through proactive engagement.
4.4. Provides accountability and analytics on support effectiveness.
4.5. Frees up team resources for high-value activities.