Your Clients Only Hear From You When Something Goes Wrong
Proactive, personalized communication at every touchpoint. We build AI workflows that draft the right message at the right time — based on lifecycle events, not calendar reminders.
200+ implementations across our team's 20-year track record
Your team knows they should communicate more with clients. They intend to send updates, follow up after milestones, and check in proactively. But the day fills up with urgent tasks, and the communication that would strengthen relationships gets pushed to tomorrow. Tomorrow becomes next week. Next week becomes never. The only messages that go out are the ones triggered by problems.
❌ Clients hear from you only when there is a problem, a bill, or a renewal — never when things are going well
❌ Follow-up communication depends on individual staff remembering, not on a system ensuring it happens
❌ Status updates require someone to look up the client's situation, draft a message, and send it — so it rarely happens
❌ Clients leave for competitors who communicate more, even when your actual work is better
How This Looks In Your Industry
Same capability. Custom-built for your business.
Member outreach is limited to account statements and rate change notices. Loan officers know they should follow up after closing, check in at six months, and proactively offer refinancing when rates drop — but their day is consumed by new applications. High-value members rarely hear from their banker proactively.
We build AI that monitors account activity, loan milestones, rate changes, and member lifecycle events, then drafts personalized outreach at each trigger point. Post-closing follow-ups, annual reviews, cross-sell opportunities based on account behavior, and proactive rate alerts are all generated automatically and routed to the banker for one-click approval.
3x more member touchpoints · 40% increase in cross-sell conversations
Patient results delivery is slow and inconsistent. Results sit in the system waiting for someone to format them, match them to the ordering physician's preferences, and send them through the right channel. Critical results that need immediate notification get delayed by the same queue as routine reports.
We build AI that monitors completed results, formats them per physician preferences (fax, portal, email), prioritizes critical values for immediate notification, and delivers automatically. Patients receive personalized result summaries through the patient portal with context about what the numbers mean and next steps. No staff intervention for routine deliveries.
64% faster results delivery · 100% critical value notification compliance
Guest communication is limited to booking confirmations and check-in instructions. Pre-arrival engagement, on-property recommendations, post-stay follow-ups, and loyalty nurturing all require manual effort that front desk and sales teams cannot sustain at scale.
We build AI that manages the entire guest communication lifecycle. Pre-arrival messages with personalized recommendations based on booking details and past stays. On-property suggestions triggered by weather, events, and dining availability. Post-stay thank-you messages with specific references to their visit. Loyalty members get proactive offers before they start shopping competitors.
5x more guest touchpoints · 28% increase in repeat bookings
Client communication is reactive: renewal notices, claims updates, and rate increase explanations. Proactive annual reviews, coverage gap analyses, and market updates require an account manager to prepare each one individually. Most clients hear from their agent twice a year — at renewal and when something goes wrong.
We build AI that monitors policy expirations, claim milestones, market rate changes, and coverage adequacy, then generates personalized outreach for each event. Annual review preparation packages are assembled automatically. Renewal reminders include coverage comparison summaries. New product alerts go to clients whose risk profiles match.
4x more client touchpoints · 15% higher retention rate · 30% more annual reviews completed
Member communication is limited to mass newsletters and event announcements. Personalized outreach — birthday acknowledgments, usage-based recommendations, new member welcome sequences, lapsed member re-engagement — requires manual effort that club staff cannot sustain alongside daily operations.
We build AI that tracks member activity, milestones, and engagement patterns, then generates personalized communications for each. Welcome sequences for new members with progressive information about club amenities. Usage-based recommendations for members who have not tried certain facilities. Re-engagement outreach for members whose visit frequency has dropped.
3x more personalized member touchpoints · 20% increase in amenity utilization
Transaction updates require agents to manually email clients after every milestone — offer submitted, inspection scheduled, appraisal ordered, title cleared, closing confirmed. When agents have 15-20 active transactions, communication becomes sporadic. Clients call asking for updates that should have been proactive.
We build AI that monitors transaction milestones in your MLS, title system, and transaction management platform, then generates personalized status updates at each stage. Clients receive timely, specific messages about what just happened, what to expect next, and any action items. Agents review and send with one click.
Post-sale follow-up depends entirely on individual salespeople remembering. Service reminders are generic mass emails that get ignored. The customer who bought a truck six months ago gets the same oil change reminder as the customer who bought a sedan last week. Personalization at scale is impossible with manual processes.
We build AI that tracks purchase history, service records, warranty timelines, and vehicle-specific maintenance schedules, then generates personalized follow-up sequences. Post-sale satisfaction checks, mileage-based service reminders, warranty expiration notices, and trade-in value alerts are all tailored to the specific customer and vehicle.
4x more customer touchpoints · 35% increase in service department bookings
We diagnose your top 3 automation opportunities on a 30-minute call. You tell us where your team spends time. We tell you where AI can help. Free, no strings. Free, 30 min call.
2
AI Roadmap
We go deep into your workflows, interview your team, analyze your data systems, and deliver a custom report with ROI projections. This is the document your CFO needs to approve the build. $7,500 flat. If we can't identify at least $100K in annual savings, the roadmap is free.
3
Build
We build your communication automation in 2-week sprints, starting with the highest-impact touchpoints. We match your voice and brand. $25K–$75K.
4
Run
We monitor deliverability, optimize message effectiveness, and expand to new lifecycle stages over time. $2K–$5K/mo, 30-day cancel.
Every implementation is custom-built for your business. The examples above are based on real client engagements. Your communication workflow will be designed around your client lifecycle, brand voice, and compliance requirements.
You decide. Most clients start with a review-then-send workflow where the AI drafts messages and your team approves with one click. Over time, as confidence builds, routine communications like status updates and appointment confirmations move to fully automated. High-stakes messages — results delivery, legal updates, financial notifications — always route through human review.
Every message references the specific client, their situation, and the relevant transaction or event. This is not mail merge with a first name token. The AI reads the client's history, current status, and context to draft messages that read like they were written by someone who knows the account. Your team's voice and terminology are preserved throughout.
Email, SMS, patient portals, client portals, and letter generation. We integrate with whatever communication channels your clients expect. Most implementations start with email and expand to additional channels as the workflow matures and your team sees the results.
Three layers of protection. First, every message type has a template structure and guardrails that define what can and cannot be included. Second, compliance rules specific to your industry are enforced automatically — HIPAA for healthcare, TCPA for marketing, regulatory requirements for financial services. Third, your team sets the approval threshold for each message type.
Yes. We build on top of your existing tools — Salesforce, HubSpot, your EHR patient portal, your property management system, whatever you use today. Messages are logged in your CRM so your team has full visibility into what was sent and when. We add intelligence to your existing communication infrastructure, not a parallel system.