AI Agents / Client Follow-Up Agent
Inconsistent follow-up costs service businesses more than most realize. This agent automates reminders, check-ins, and nurture sequences so nothing falls through the cracks.
we map your follow-up gaps, client stages, and messaging tone
sequence logic, message templates, and CRM triggers configured in your accounts
sample contacts run through each sequence, we review timing and messaging together
go-live with monitoring, typically deployed in 3 business days
Messages are written in your voice and reviewed during setup. They read like something you'd send yourself, not like a chatbot.
Yes. We segment by service type, deal stage, and client lifecycle so each sequence is relevant to where that contact actually is.
No. You define approval levels, guardrails, and escalation rules before launch. You can set any sequence to draft-only if you want to review before sending.
Yes. Everything is built in your accounts. You own the workflows, templates, and integrations outright.
You get 14 days of post-launch support included. After that, Monthly Optimization keeps everything running and improving for $500/mo.
I watch your workflows for failures and fix them before they pile up. I tune message prompts based on reply and conversion data, upgrade to better LLM models when they come out, and adjust sequences when your tools or CRM push changes. You also get a monthly call to review what's working and what needs tweaking.