Automation grows lifetime value in the background. Review asks the moment a job completes. Referral nudges with the right incentive. Repeat-booking sequences timed to each customer cycle. Churn alerts before the customer is lost.
Four front-end automations aimed at lifetime value — not back-office admin. Each one runs without supervision, every time.
Send a review request the moment a job completes — right channel, right phrasing, right timing. Far more reviews than asking manually ever gets you, on the platforms that move the needle for your business.
After a successful job, a personalised referral nudge goes out automatically — with your offer, your link, your incentive. The cheapest leads you can buy come from customers who already love you.
Recall reminders for dental recalls, contract renewals, annual reviews, repeat orders and anniversary check-ins — automatically scheduled, sent and tracked. Customers come back without you ever chasing them.
When a customer's behaviour signals risk — no recent visit, missed appointment, declining engagement — you get an alert in time to save them, not after they've gone quiet.
Three steps. Trigger, message, outcome. Each retention play is built once, then runs every time the trigger fires — without supervision.
We define what triggers each play: job completion, X days post-purchase, missed appointment, behavioural risk signal, anniversary date. The triggers come from the tools you already use — no replacements, no migrations.
AI-personalised messages go out on the right channel — SMS, WhatsApp, email — with the right tone, timing and incentive for your business. Every send is tuned to the customer, not blasted to a list.
Every review collected, referral made, repeat booking and churn save is tracked. You see what's working, we keep tuning what isn't, and the value from customers you already have keeps growing.
Built an AI voice agent to answer every inbound call. It qualifies the enquiry, explains the process at a high level, and books consultations straight into the diary — so after-hours and overflow calls stop going to voicemail.
Built an automated CRM that reads inbound email and call transcripts and auto-populates client records — contact details, case notes, and next steps — without anyone retyping a thing. The pipeline keeps itself current.
Built an automated content pipeline that drafts on-brand posts and articles for the practice on a schedule — keeping it visible and top of mind without the team writing anything from scratch.
If you already serve customers, you already have a retention opportunity. Reviews, referrals, repeat bookings and churn saves — automated to your industry's cycle.
Office, contract & facilities cleaning
Contract-renewal reminders sent before each term ends. Quarterly satisfaction checks that surface issues early. Referral asks to facilities managers at the moment of good service.
Higher contract renewal. More referrals.
Dentists, physios, private clinics
Recall reminders sent at the right interval (six-month dental, twelve-month physio review). Missed appointments trigger immediate rebook flows. Lapsed-patient win-back sequences run automatically.
Higher recall rates. Fewer lapsed patients.
Solicitors, accountants, IFAs
Annual review reminders go out on the right schedule. Cross-sell prompts appear when a client situation changes (a will after a probate, an IFA referral after a sale). Referral asks land at the moment of value delivery.
More cross-sell. More referrals from happy clients.
Lettings, sales, property management
Post-completion review asks. Anniversary check-ins ("still happy in the new place?"). Past-vendor and past-tenant nurture sequences that bring repeat business when life changes.
More repeat instructions. More five-star reviews.
Permanent, contract, executive search
Redeploy sequences for contractors coming to term. Check-ins with placed candidates and clients. Reactivation of dormant clients on the right cadence.
More redeployments. More repeat briefs.
Multi-engineer plumbing, electrical, M&E
After every job, the customer gets an automated review request, a referral incentive, and a maintenance recall in twelve months. One happy customer often becomes two repeat jobs and a referral.
More repeat work. More referrals. More five-star reviews.
Tell us about your customer base and your typical cycle — we'll point you to the automations that would grow the value of customers you already have.
Book a free callNo commitment · We'll tell you where the opportunity is
Tell us how work comes in and where it hurts. We'll tell you honestly whether we can help — no pitch, no cost.