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Follow up with every client. Without hiring more people.

Your client-facing team is excellent. They just can't personally follow up with every client at every touchpoint. We automate that.

Schedule a workflow exploration call →

How it works

01

We study your workflow

We map every client touchpoint — onboarding, status updates, check-ins, renewals, escalations. We identify where follow-ups fall through the cracks and where your team spends the most time on routine communication.

02

We automate the bottleneck

We build AI that triggers personalized follow-ups based on your rules — time-based, event-based, or milestone-based. Messages go through your approved templates. High-stakes items route to your team.

03

Your team does more

Your staff stops chasing reminders and starts having conversations that matter. Every client feels attended to. And when your book of business grows, you don't need to hire.

Common Client Communication bottlenecks we automate

Every operation is different. We work with you to identify the ones that cost you the most.

01
Missed Follow-ups
Clients fall through cracks
Today
Overloaded reps
50+ accounts each. Important clients go weeks without contact.
→
What we build
Event-triggered outreach
AI triggers on lifecycle events automatically.
→
Your team
Zero missed contacts
Every client, every time. No one falls through.
02
Manual Reminders
Staff calls and emails one by one
Today
Calendar-based tracking
Calendar reminders, CRM tasks, spreadsheets of who to call.
→
What we build
AI-personalized sends
AI sends personalized follow-ups at scale.
→
Your team
Relationships, not reminders
Team manages relationships, not reminders.
03
Status Requests
Clients asking 'where is my...?'
Today
Inbound status calls
Clients call or email dozens of times a day for updates.
→
What we build
Proactive milestone updates
AI sends proactive updates at key milestones.
→
Your team
Clients informed first
Clients informed before they ask. Inbound drops.
04
Inconsistent Messaging
Each rep writes differently
Today
Inconsistent tone
Client experience varies wildly by who they work with.
→
What we build
Template-based drafts
AI drafts on-brand messages from approved templates.
→
Your team
Uniform brand voice
Consistent voice, personal touch. New hires = veterans.
05
Multi-Channel Coordination
Email + SMS + WhatsApp
Today
Fragmented channels
3-4 channels, no unified view. Things get lost.
→
What we build
Auto channel selection
AI delivers via preferred channel automatically.
→
Your team
Unified history view
Right message, right channel. Full history in one view.
06
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07
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08
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Don't see yours?
Every operation has its own.
Today
You tell us where your team spends the most time.
→
What we build
We map the workflow and identify the automation opportunity.
→
Your team
First workflow live in 60 days.
Schedule a workflow exploration call →

With an engineer — not a salesperson. 30 minutes. No commitment.

We've built follow-up automation across:

Healthcare Insurance Banking Manufacturing Legal Logistics Pharma Energy Real Estate Accounting +13 more industries

What a typical engagement looks like

Step 1 — Assess
Free

30-minute call. We identify your top 3 follow-up gaps and estimate ROI.

Step 2 — Roadmap
$1,999

Deep dive into your workflow. We map every client touchpoint, estimate savings, and deliver a build plan.

Step 3 — Build
$25K–$75K

We build the AI, integrate with your systems, and go live. First workflow in 60 days.

Step 4 — Run
$3K–$8K/mo

We monitor, optimize, and handle new communication workflows as they come. Or: Dedicated team at ~$22K/mo.

Before you schedule a call

What does the first week look like?
We spend 2-3 days mapping your client communication flow — what triggers a follow-up, who sends it, through what channel, and what falls through the cracks. By day 5, you have a priority list of bottlenecks ranked by ROI.
Do you replace our current systems?
No. We connect to your existing systems — CRM, email, scheduling tools, whatever you run. We add the automation layer that triggers and sends follow-ups based on your rules. Nothing changes for your team except less manual work.
How long until we see results?
First workflow live in 60 days. Most clients see measurable improvement in response rates and follow-up coverage within the first week of production. ROI typically positive within 90 days.
What's the total cost for year 1?
A single workflow: $25K-$75K to build + $3K-$8K/month to run. Most clients start with one, prove ROI, then add more. Dedicated team option: ~$22K/month for continuous development across multiple workflows.
What if the AI sends the wrong message?
Every communication follows templates your team approves. AI personalizes content based on client data and context, but the tone, structure, and rules are yours. High-stakes messages route to your team for review before sending.

Let's find the bottleneck that's costing you the most.

Schedule a workflow exploration call with an engineer — not a salesperson. We'll map your client communication flow and identify the highest-ROI automation opportunity.

Schedule a call →