Tour reminder
Send a proportionate reminder for a still-valid tour while honoring contact preferences and leaving rescheduling with people.
Primary roles: sales-manager, community-manager
Stages
1. Recheck and remind
Confirm the tour remains valid before sending one policy-compliant reminder.
Manual tasks
- review replies and exceptions
- approve rescheduling
Automation opportunities
- suppress invalid appointments and send an approved reminder
Suggested tools
Risks
- Stale status can cause reminders for cancelled or already changed tours.
Success metrics
- Only valid tours receive reminders
- replies and delivery failures reach the owner.
Last reviewed: 2026-07-18