Run the monthly check. Dormant clients are identified, personalised emails drafted for your approval, and top clients nudged for referrals — all automatically.
What this simulates Run once a month. The automation scans your CRM for clients who haven't heard from you in 60, 90, or 180 days, drafts personalised re-engagement emails for each, and identifies top clients due a referral nudge.
Run the monthly check to see dormant clients identified and re-engagement emails drafted.
Re-engagement runs automatically. Referrals get nudged at the right moment. Fixed price, no retainer.
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