We work out where AI pays in your business, then build it.
Q: Sound familiar?
Nobody told them you offered it. A competitor did. It happens in good firms with loyal clients.
Q: Who is it for?
If you sell one service, there's no gap to fill. If clients already use everything that suits them, chase new clients instead. We'd tell you.
Q: Where does it break?
The gaps are visible in your records. Pulling them out takes a report nobody builds.
Writing a note per group takes longer. So the campaign slips a quarter, then a year.
In an insurance agency, it's the auto client with no umbrella policy. In wealth management, it's money held at another firm. In an accounting practice, it's the tax client with messy books.
Q: What would we build?
Once a month, it finds who is missing what. Then it drafts the right short note for each group.
Q: Is it worth it?
Count the clients who use just one service. Pick the most natural second one.
Guess how many would say yes. Multiply by that service's yearly revenue.
Gap list ยท November
Your owner or marketing lead approves each list and note.
Q: And the mechanics?
On a set day each month.
Your client or order records, your email tool, and your list of services with who each one suits. We confirm every source with you first.
Your owner or marketing lead approves each list and each note before it goes.
It never sends on its own. It never recommends a product to a client or quotes a number.
Read access to your client records. Your services, and who each one suits. Five past campaigns that worked.
You become the first firm your clients think of.
They buy the second service from you, because you were the one who asked.
Will yours look exactly like this? No. A first conversation is where we shape yours.
Want to talk it through?
It's with one of our co-founders: free, about an hour, no access needed.
A person replies, usually within one working day.