How do I automate the follow-up I keep doing by hand?

Build an automation that reacts to what a client does, so the routine chasing runs itself.

Go to Automations
An automation is a trigger and one or more actions. It runs against your clients without you being there.
Pick the trigger
Start from the thing that keeps prompting you manually: a missed check-in, a client going quiet, a program ending.
Choose what happens
Send a message, send a notification, assign something, or raise it with you. Keep the first one small enough that you can tell whether it helped.
Watch the first few runs
Every run is recorded, so you can see what fired and against whom before you trust it with the whole roster.

Worth knowing

Roadmaps and broadcasts sit alongside automations in the same section. A roadmap is a sequence a client moves through; a broadcast is one message to many people at once.