Client communication and reminders require manual calendar reviews, message drafting, and contact logging across multiple tools. This fragmented approach causes missed deadlines, inconsistent messaging, and significant administrative overhead.
Automation identifies upcoming client milestones, generates personalised reminder messages, and logs all outreach in a single system. The result is timely, consistent client contact with complete audit trails.
The full workflow, from trigger to completion.
The automation checks daily for clients whose reminder date has arrived or is 7 days away. Triggered by a scheduled check against the client database.
Retrieve the client record, including name, email, phone, reminder type, and personalisation fields.
The automation composes a personalised reminder message based on the reminder type and client details, ensuring consistent tone and compliance language.
Route the reminder to email or SMS based on client preference stored.
Send the reminder email to the client integration.
Send the reminder SMS to the client integration.
Record the outreach activity, timestamp, and message content in the client record. Update the next reminder date automatically.
Send a summary notification to the team channel confirming the reminder was sent and logged.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
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