Keeping Clients Happy — AI Check-Ins & Monthly Ratings
AI calls your clients for you and logs the results. Monthly rating emails go out automatically. Check the report, act on lows, celebrate highs. Non-responders need your personal touch.
Keeping Clients Happy
AI Check-In Calls
- Go to Calls (/calls)
- Select a client — Trigger AI Check-In Call
- The AI calls the client, asks how the service is going, and logs the result
- After the call: read the summary + sentiment on screen
What this means for you: You get client feedback without making every call yourself. The AI does the calling; you read the summary and act on it.
Monthly Check-In Emails (Automatic)
Every month, the system automatically sends a 1-10 rating request to all your clients. You do nothing — it just happens.
- Open the Monthly Report when it arrives
- Review ratings: who gave high marks? Who gave low?
- Check the Non-Responder List — these clients need a personal touch
- Act on lows (call them) and celebrate highs (thank them)