Follow-up that keeps its own record.
Buyer enquiries sat across spreadsheets, inboxes and chat, so follow-up depended on memory and the CRM lagged behind the conversation.
What we built
- A single client database of active buyer relationships and follow-up stages.
- Personalised outreach drafted in batches, queued for the client's staff to approve before any send.
- Reminders and status updates in the client's own CRM, so the record matches the conversation.
Accounts and data stay in the client's name. Their staff approve every external message.
AI staff the team runs and approves.
Daily briefings, client records, outreach drafts, lead routing, scheduling and monthly reports were still assembled by hand, across tools the team already used.
What we are building
- A daily operations brief and calendar support, on the client's own Workspace and Notion.
- A client database that separates existing clients from prospects, with routing and follow-up tasks.
- Outreach drafts and monthly reports prepared for a person to approve before anything is sent or issued.
Built on accounts in the client's name. Staff approve every send.
One client view for a broker team.
Client records sat in separate systems, so monthly reporting and follow-up meant finding the same people by hand.
What we are scoping
- A single searchable client database, built from records now held in separate systems.
- Monthly reporting that drafts a combined view from the team's existing spreadsheets, for a person to review.
- Follow-up and routing workflows scoped to the team's own process, with staff approval on every send.
Any system would run on accounts in the client's name. Their staff would approve every send.
AI for growth, social media and business development.
The firm is looking at AI to grow the business, to build its social media, and to set a business development strategy.
What we are discussing
- How AI can support the firm's business growth, agreed with their team.
- Social media drafted in the client's voice, for their staff to approve before any post.
- A business development strategy the client's team can run.
Any system would run on accounts in the client's name. Their staff would approve every send and post.
