Automated client notifications in TechAlign ensure MSPs deliver timely, consistent communication throughout the assessment and QBR process. With automation, reminders and updates are sent directly to clients and internal teams, minimizing missed deadlines and improving service transparency. Understanding how these notifications function is key to leveraging TechAlign’s efficiency, client satisfaction, and data-driven engagement.
Notification Types in TechAlign
Assessment invitations: Prompt stakeholders to participate or provide feedback.
Completion reminders: Notify users when input, approval, or review is due.
QBR scheduling: Automatically inform clients of upcoming meetings.
Status updates: Keep stakeholders aware of changes, completion, or action items.
How Notifications Are Triggered
Event detection: System recognizes changes (e.g., new assessment assigned, QBR generated).
Recipient mapping: TechAlign identifies recipients based on role and assignment.
Message composition: Notifications are tailored automatically for clarity and actionability.
Delivery: Messages are sent via email and/or in-app alerts as appropriate.
Customizing and Managing Notifications
Admins can adjust notification settings to match workflow needs: enable or disable alerts, edit templates, or change delivery channels. Personal preferences let users tailor which email or app alerts they receive—supporting efficient team collaboration without overwhelming inboxes. This flexibility ensures alignment with both internal processes and client expectations.
Benefits of Automated Notifications
Reduces manual follow-up and task-checking.
Improves transparency with clear action prompts.
Accelerates assessment, approval, and QBR cycles.
Enhances client experience through proactive communication.
Conclusion
TechAlign’s automated client notifications streamline the assessment and QBR workflow, promoting efficiency and accountability. By understanding, customizing, and leveraging these features, MSPs can enhance consistency, improve team collaboration, and deliver an outstanding client experience—ultimately driving satisfaction and business growth in managed services.