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Susan
Susan · Financial advisers & IFAs · Annual Review Scheduling

Every client reviewed, every year, without the admin

Annual reviews are the bedrock of retention and good advice, but booking 200 clients takes weeks of admin. Susan works the list for you: inviting, booking, reminding and rescheduling, and gathering life updates before each meeting so you walk in prepared.

يبدو مألوفًا؟

Review book drifting overdue

Clients slip 6 months past their review date, and that is when a competitor's seminar invitation lands.

Scheduling ping-pong

Every booking takes ten messages. Multiply by your whole client bank and paraplanners drown.

No-shows wasting diary

An empty hour with an adviser costs hundreds and pushes every other client back.

ما الذي تفعله Susan ل adviser

مجيب، مسجل، محجوز، أثناء عملك

  • Works through your review list automatically, oldest first
  • Books into your calendar with reminders that slash no-shows
  • Reschedules gracefully when clients move, keeping the diary full
  • Pre-collects life changes so you walk into every review prepared
وظّف Susan مقابل $1/hour
Hi, is it time for our annual review already?
It is, your last review was 11 months ago. I have Tuesday 10am or Thursday 3pm free with Sarah. Which suits? And has anything major changed: new job, house move, new arrival? - Hartley Wealth
How it works

Live in under 10 minutes

No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.

01

Connect your WhatsApp

Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.

02

Teach Susan your business

Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.

03

Susan goes live

She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.

Your AI assistant is
one message away.

Join thousands of UK small business owners running on Susan. Free forever. Live in minutes.

No credit card · No setup fee · Cancel whenever (there's nothing to cancel)