Customer success
Welcomes new clients, checks in on time, asks for the review on the day they're happiest, and notices the ones going quiet before they leave.
Building now
0 working today · 8 building now
| Channel | What it does | Status |
|---|---|---|
| check-ins | Building now | |
| Text messages | review requests | Building now |
Everything it does for you
Notice a client drifting away while there's still time to fix it
You save the renewal with a conversation instead of finding out with a cancellation.
For example
- Who
- Account manager at a 15-person marketing agency
- When
- A retainer client hasn't opened an email or booked a call in three weeks, and renewal is 60 days away.
- What they get
- An alert to the account manager, and a drafted email that refers to the client's last project and proposes a call.
Make new clients feel looked after in their first month
The first 30 days set the tone for the whole relationship, and nobody slips through the cracks.
For example
- Who
- Account manager at a 15-person marketing agency
- When
- A new retainer client signs on the 1st.
- What they get
- An email drafted for each date asking a specific question about their setup, and a flag if the client doesn't reply.
Stay in touch with past clients without it feeling like a sales pitch
When they need you again, you're the first name they think of.
For example
- Who
- Principal at a 20-person architecture practice
- When
- A project ends and the client goes quiet for six months.
- What they get
- A short, relevant check-in drafted at the right interval, with a flag if the client replies about new work.
Spot the client who has outgrown their plan
Growth comes from clients who already trust you, offered at the moment they need it.
For example
- Who
- Account manager at a 40-person software reseller
- When
- A client asks support three times in one month how to do something only the higher plan includes.
- What they get
- The account manager gets the three tickets together and a drafted email offering the upgrade.
Ask for the review on the day the client is happiest
More five-star reviews, asked for at the moment the client already wants to say thanks.
For example
- Who
- Owner of a 30-person HVAC service company
- When
- A customer emails 'the technician was great, thank you'.
- What they get
- A review request drafted with the direct link to the company's Google profile, sent after approval. Repeat customers get a referral request instead.
Remind clients every month what you did for them
Clients see the value of the retainer before they ever question it.
For example
- Who
- Owner of a 12-person bookkeeping firm
- When
- Clients forget what a retainer delivers by month three.
- What they get
- A note per client listing the month's work, drafted from the Company Brain for review.
And everything else it does
Ask for a referral at the moment a client is happiest
Happy clients introduce you to their peers, without you having to chase it.
See an example
- Who
- Partner at a 10-person consulting firm
- When
- A client just said the work saved them a week.
- What they get
- A referral ask drafted the day the client says thank you, for a person to approve.
Turn a client's own words into a story that sells for you
Your best proof comes from the people who already trust you, and they approve it first.
See an example
- Who
- Founder of a 25-person digital agency
- When
- A client describes a result on a call.
- What they get
- A draft case study built from the client's own words on the call, sent to them for approval before anything is published.
Every email, post and comment waits for your OK. Your receptionist answers calls live, only from answers you've approved.
Join as a founding member.
$490 a month for access, two people included. Usage is billed at cost, every line itemised, with $49 included every month for founding members. When the 100th member joins, access for new members goes to $990. Every part marked building now arrives the day it ships, at the price you joined at.
Start where you are.
Nothing here is sold on a deadline. The price moves when the cohort fills, not on a date.