Client/Customer Communications
Writing professional, consistent communications takes time. Follow-ups get forgotten and tone varies wildly across the team.
How AI Helps
Draft professional emails and updates from bullet points. Maintains consistent tone and ensures nothing important is missed.
In Knowledge Work
Account managers keeping clients updated on project status
Implementation Tiers
Draft professional emails from bullet points using AI Chatbot (ChatGPT, Claude) or Microsoft Copilot in Outlook. AI suggests tone adjustments and ensures nothing important is missed.
Deploy CRM with AI Features (HubSpot AI, Salesforce Einstein, or Microsoft Dynamics 365 Copilot). Suggests replies based on deal history, auto-logs interactions, and drafts follow-ups.
Build a relationship intelligence system that codifies your best account managers' instincts. Proactive triggers based on client behaviour patterns that no CRM subscription includes out of the box.
Problems This Solves
Can't keep up
Respond to clients before they have to chase you
Inbox full of replies marked 'later'. Updates take too long to write. Clients notice when you go quiet — and remember it.
Flying blind
Know which clients need attention before they tell you
You find out clients are unhappy when they complain — or leave. By then the damage is done.
Ready to implement?
Take our assessment to see how this fits with your other priorities, or book a call to discuss implementation.