AI-Agents for Consultants in Client Services working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Send Client Welcome Email
Welcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Works with
24 tools
24 tools
File In-Person Meeting Notes
File client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Works with
7 tools
7 tools
Send Signature Request
Send approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Works with
5 tools
5 tools
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