When do clients typically receive the email invitation for the Win Survey?

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Multiple Choice

When do clients typically receive the email invitation for the Win Survey?

Explanation:
The timing hinges on the completion of the Win/Loss Survey in Salesforce (SFDC). Once that survey is finished, the client is invited to take the Win Survey within 30 days. This scheduling keeps the feedback linked to the closing event and ensures the client’s input is still fresh, while giving enough time for the survey process to be completed on the backend. Sending the invitation immediately or waiting until payroll, signing, or CSS completion would miss the intended flow. The invitation isn’t tied to those events; it’s specifically tied to finishing the Win/Loss Survey in SFDC, with a practical 30-day window to gather meaningful feedback.

The timing hinges on the completion of the Win/Loss Survey in Salesforce (SFDC). Once that survey is finished, the client is invited to take the Win Survey within 30 days. This scheduling keeps the feedback linked to the closing event and ensures the client’s input is still fresh, while giving enough time for the survey process to be completed on the backend.

Sending the invitation immediately or waiting until payroll, signing, or CSS completion would miss the intended flow. The invitation isn’t tied to those events; it’s specifically tied to finishing the Win/Loss Survey in SFDC, with a practical 30-day window to gather meaningful feedback.

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