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.
Soa 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.
Respondido, capturado, marcado, enquanto trabalha
- ✓ 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
Leituras práticas para o seu adviser
Modelos de lembretes para compromissos que realmente reduzem faltas sem aviso
O que enviar, quando enviar e mensagens de lembrete para WhatsApp palavra por palavra para salões, clínicas, profissionais de serviços e professores particulares, além de como tratar a resposta.
Como pedir uma avaliação no Google pelo WhatsApp (sem constrangimento)
O melhor momento para pedir, modelos de mensagem que soam naturais, o que nunca fazer segundo as regras do Google, e como transformar pedidos de avaliação num hábito em vez de uma pressão.
Respostas Rápidas no WhatsApp Business: 25+ Exemplos Práticos
Exemplos de mensagens automáticas e respostas rápidas para WhatsApp Business. Copie e cole modelos prontos para o seu negócio.
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.