Quotes, renewals and payments
Quotes stop going cold, renewals don’t slip, and payments arrive sooner
Quotes go out and nobody follows up. Renewals sneak up. Friday afternoons disappear into chasing customers who haven’t paid.
Before and after
What changes.
Quote follow-up
A prospect asks for a quote online, you send it, the office gets busy, and nobody follows up.
Before
Follow up when someone remembers.
After
Friendly check-ins by text, email or call at the right times, and a warm lead handed to a person when they’re ready to talk.
Renewal reminders
Renewals and recurring work depend on someone calling each customer ahead of time.
Before
Staff work down a list of expiring accounts.
After
Customers are reminded early by text, email or call, and the ones who want to talk are put through to a person.
Payment reminders
Friday afternoons disappear into chasing customers who haven’t paid.
Before
Friday afternoon spent chasing late payers.
After
Reminders at set intervals with a pay link; your team only handles the ones that need a person.
How the AI helps
What basic automation can’t do.
The AI writes each message to fit the customer and reads the replies, such as “check is in the mail” or “I never got the invoice.” It responds sensibly, and if a customer asks a question, wants changes or disputes a bill, it passes the case to your team instead of guessing.
Works with
- Your CRM or agency system
- Gmail or Outlook
- QuickBooks
- Xero
- Google Sheets or Excel
- Text messaging
- Your payment link
What a person still does
You stay in control.
You choose the timing and the tone, and your team decides what goes out until you trust it. A person handles every conversation about coverage, price, disputes or payment plans.
How we’d start
A small first version for one workflow, reviewed by your team before it runs on its own.
Good fit for
Tell us the task you’re sick of.
No pitch. Come with a messy description and we’ll help you sort it out.