Existing clients, automatically retained.

The Relationship Management Agent keeps every past client warm after the job — check-ins, service reminders, seasonal campaigns, reactivation sequences — so retention happens systematically, not when you remember to do it.

Request a 15-Min AI Discovery Call All Agents

What it handles automatically

✓

Post-job satisfaction check-in
Sent 7 days after job completion — catches problems before they become reviews and creates referral opportunities.

✓

Service reminder sequences
Based on job type and typical frequency — "It's been 12 months since your last service" drives repeat business automatically.

✓

Seasonal campaigns
Pre-summer, pre-winter, pre-holiday — contextually relevant outreach at the right time of year for your industry.

✓

Win-back sequences
Clients dormant for 60, 90, or 180 days receive a re-engagement sequence — personalised, not generic.

✓

Referral requests
After confirmed satisfaction, a referral request is triggered with a simple, shareable message.

What it escalates to you

→Negative satisfaction responses

→Complaints requiring management

→High-value client signals needing personal attention

FAQ

Common questions.

Configured based on your job types and typical service frequency. A plumber sets annual hot water flush reminders; a dentist sets 6-month recall reminders. The timing is built around your specific services.

Every message references the specific job done, the client's name, and the relevant service. They read like they came from you — not a bulk mailer.

Unsubscribe requests are handled automatically and immediately. The client is removed from all sequences and flagged in your CRM. Full CAN-SPAM and Australian Privacy Act compliance built in.

Yes — residential vs commercial, high-value vs standard, new client vs long-term — each can have different sequences, timing, and messaging. Segmentation is configured during the build.

Follow-up Sequences targets new leads and open quotes — pre-sale. Relationship Management targets existing clients post-sale. Together they cover the entire customer lifecycle.