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Idea Network

Client Care

Check-ins, renewals, and upsell moments for your own clients

What it does
Your clients, labeled in evyAI, watched for quiet periods, renewal dates, milestones, and moments to offer more. Each week: who to check in with and what to say.
You set up once
  • Clients labeled in Network (or imported from your CRM)
  • Renewal or anniversary dates
  • What you could offer next
You get
  • A weekly list of clients due a touch: quiet 30 days, renewal in 60, a milestone or post worth celebrating
  • A drafted check-in, congratulation, or upsell message
  • A client health view: green, amber, red
The loop (why people stay)
Touched clients reset their clock. Red clients escalate to a call task, not a message.
Why this workflow
Keeping a client is cheaper than finding one. If evyAI helps members keep their clients, members keep evyAI.
Data and engines
  • Network labels and dates
  • Client post activity
  • Message writer
Cadenceweekly
DeliveryIn-app, Email
Build effortEasy
Pricing idea1 coin per run

Prototype: what you receive

Client care: 4 due this week (2 amber, 1 red)weekly

Dov Weiss, Weiss Brothers Plumbing: red

No contact in 47 days, renewal in 30
Not a message, a call. Task created for Thursday. Talking points: the Queens launch post results, the 90-day plan for the new location, renewal.
Accept taskSend message insteadSnooze

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