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.
Sound familiar?
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.
Answered, captured, booked, while you work
- ✓ 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
Practical reads for your adviser
Appointment reminder templates that actually cut no-shows
What to send, when to send it, and word-for-word WhatsApp reminder messages for salons, clinics, trades and tutors, plus how to handle the reply.
How to ask for a Google review on WhatsApp (without being awkward)
The best moment to ask, message templates that feel natural, what never to do under Google's rules, and how to make reviews a habit rather than a push.
25 WhatsApp Quick Reply Templates & Auto-Reply Examples (Copy & Paste)
25 copy-and-paste WhatsApp quick reply template examples and auto-reply greeting messages for small business, plus setup instructions for quick reply buttons in any whatsapp message.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.