Check-In Reminder Template

Cooldown period prevents the workflow from firing repeatedly for the same client. If a client's score stays below the threshold, you'll get one reminder per cooldown period — not a new reminder every day.

Customizing

When This Template Works Best

The Check-In Reminder is most useful for practices with 15+ clients where it's difficult to manually monitor engagement across your entire book. For smaller practices, you may prefer to review engagement scores directly in the Clients list rather than automating reminders.

Combining with Smart Lists

For a more targeted approach, use this template alongside a Smart List that segments clients by engagement band. The Smart List gives you the overview; the workflow handles the individual follow-up reminders.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.