Client selections tracking is the process of requesting product choices from clients, collecting their approvals, and logging decisions across multiple communication channels. Manual tracking wastes time searching through email, text, and voicemail for scattered responses.
Automation monitors incoming responses across all channels, updates tracking records instantly, and sends reminders to non-responsive clients on schedule. The result is faster approvals, fewer delayed projects, and less time spent chasing clients.
The full workflow, from trigger to completion.
A new selection request is created with client details, options, and deadline.
Automation sends the selection request to the client with product images and approval deadline.
Request details are automatically written with status set to pending.
Monitors inbox and for client replies and extracts the selection choice.
Once a response is detected, is updated with the approved selection and timestamp.
If no response arrives by the deadline, automation sends a reminder and notification to the project manager.
If selection remains unapproved 3 days past deadline, automation sends escalation alert and logs the overdue item.
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