Area of work · 16 live demos
Agents for client operations.
Keeping business clients running well: kickoffs, health checks, reviews and renewals. Each demo below is a real agent set up for a made-up company. Talk to it or type, and ask what your team would ask.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
Every client operations demo
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Client project status inbox
Replies to client "where are we at?" emails from the project tracker, and passes anything that needs a partner to the right person.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly account health check calls
Calls each customer's workspace admin every quarter with their account numbers, asks the health check questions and books the customer success manager when something needs attention.
Quarterly business review prep from account data
Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.
Service request intake for business clients
Takes service requests from retainer clients by chat, email or phone, checks them against the service catalogue and the days left, and logs them for the account manager.
Service level and ticket status questions from clients
Answers clients' questions about service levels, breaches and open tickets from the live figures, and books the service delivery manager for anything contractual.
Escalation triage for account managers
Takes calls and emails from unhappy clients, checks the engagement record, sets the urgency and gets the right partner and account manager on it with a summary.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Change request intake for project clients
Captures client requests to change a project's scope, checks them against the agreed statement of work and logs a change request for the engagement manager to price.
Monthly client report, explained by voice
Walks clients through their monthly performance report by phone or chat, explains what changed and why, and passes decisions to the account team.
Want agents like these for your client operations?
Book thirty minutes with Sam. We will map these demos onto your own team, systems and data, and tell you what it would take.
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