Client Intelligence Agent
Your next clients are already in your CRM. We find them.
Most businesses have hundreds of past clients sitting in a CRM they rarely revisit. This assistant reads your existing database, scores every contact against your current opportunities, and drafts personalised outreach for your team to review — so you can grow revenue from warm relationships instead of cold-calling strangers.
Pricing
- + $5/contact for 1–500
- + $3/contact above 500
Zero-conversion guarantee: if none of the shortlisted contacts convert after your team reaches out, we refund 100% of what you paid — no questions asked.
Inclusions
- CRM connection and secure per-client isolation
- Contact scoring and opportunity ranking
- Personalised draft outreach per shortlisted contact
- Human-approval workflow — nothing sends without you
- One-time execution per run — no ongoing retainer required
Exclusions
- Professional or licensed advice (you remain the registered adviser)
- Sending messages without your approval
- Third-party SMS/email sending fees
When does this help?
Any moment your existing database holds more value than you're currently extracting from it.
Rates or products just changed
A rate cut just landed. Who in your database is sitting on a deal they should revisit — and hasn't heard from you yet?
Mortgage & finance brokersPipeline running thin
It's quiet. Your next 10 deals aren't coming from new leads — they're in contacts you haven't called in months.
Any professional servicesDatabase gone cold
You have 400+ past clients and haven't contacted most of them in over a year. Revenue is sitting idle.
Financial plannersRegulatory change
New visa quotas, tax rules, or compliance changes open a fresh window for clients already in your system.
Migration agentsNew service launched
You've added a new offering. Who in your CRM is the obvious first customer you haven't told yet?
Accounting firmsProblems this solves
- Hundreds of past clients buried in your CRM with no systematic way to prioritise who to call
- Hours of manual searching when the opportunity is already inside your own data
- Generic broadcast emails that ignore each client's history, life stage, and recent activity
- Revenue walking out the door because a competitor reached out first
How it works
- 1
Connect securely
We plug into your CRM with read-only access. Your data stays yours and is isolated from every other client.
- 2
Score & rank
The assistant scores every contact against your current opportunities and surfaces the best matches — with a reason for each.
- 3
Draft outreach
It prepares a personalised message per contact for your team to review, edit, and send.
- 4
You stay in control
Nothing sends automatically. A human approves every message before it goes out.
Connects to the tools you already use
We plug into your existing CRM and platform — no rip-and-replace, no new software to learn.
CRM platforms
Aggregator platforms
Logos are trademarks of their respective owners and shown to indicate compatibility. Integration availability is confirmed during scoping.
Estimate your dormant revenue
How this is worked out: Estimate = database size × shortlist rate × conversion rate × average deal value. Illustrative planning figures you control — not a forecast or guarantee.
Your data stays yours
Security and isolation are built in from day one — not bolted on later.
Read-only access
The assistant reads to score and draft — it never writes to or deletes from your systems.
Isolated per client
Your data is logically isolated. Nothing is shared across clients.
Never trains public models
Your client data is never used to train public AI models.
Human in the loop
Every outreach message is approved by your team before it sends.
Trusted infrastructure
Runs on enterprise-grade cloud infrastructure (Vercel / Azure).
Auditable
Actions are logged so you can see exactly what the assistant did and why.
Who it is for
FAQ
Ready to find your next clients inside your existing database?
Tell us your CRM and rough database size. We map a setup plan, identify your best trigger event to start with, and hand back a shortlisted contact list with personalised outreach drafts your team approves before anything sends.
This assistant is an internal productivity tool, not professional or licensed advice. You remain responsible for any advice given to your clients. ROI estimates are illustrative only and not a guarantee of results.