Case Closure & Client Offboarding
Structured closure: thank client, collect feedback, request review, transition to alumni nurture track
What This Automation Does
How It Works
Case Closed
Opportunity moved to "Closed — Won/Settled"
Update
"past-client", "case-closed-{{year}}"
SMS: Thank You
"Congratulations! 🎉 It's been a privilege representing you."
Email: Closure
Subject: "Case Resolved — What's Next" — Summary, retention info, future needs
Wait 3 Days
Let resolution settle
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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