How It Works

From discharge date to a lasting alumni relationship

No new system for your staff to learn. The alumni journey runs on the clinical events already recorded in Salesforce.

Step 1

Connect your Salesforce org

We install the alumni package directly into your existing Salesforce environment. No new system for staff to learn, no data migration project.

Step 2

Map discharge triggers

Discharge type, program completion, and communication preferences define who enters the alumni journey and who is intentionally excluded.

Step 3

Build your milestone cadence

Day 7, Day 30, Day 90 and beyond. Templates are editable at any time so your tone, programs, and events stay current.

Step 4

Run outreach and measure

Your team works one call queue and one SMS inbox. Delivery, responses, and call outcomes roll into reporting leadership can act on.

Built for behavioral health

Automation that mirrors real recovery journeys

Whether you’re nurturing long-term relationships, boosting event attendance, or simply staying connected, it’s simplified into a few clicks — giving your team more time for client success.

Discharge-based triggers

Journeys start from real clinical events, not a generic marketing list upload.

Alumni-specific workflows

Call cycles, attempt limits, and re-engagement paths modeled on how treatment centers actually operate.

Consent-aware sending

Eligibility is checked against discharge type and communication preferences before any message goes out.

Native to Salesforce

All alumni data, messages, and logs stay in your CRM — no separate tool, no export-import loop.

Map your alumni journey with our team

We’ll model your discharge types, milestone cadence, and call cycles in a working demo.