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06 — AI Workforce

AI Follow-Up & Referral Manager

Bring past customers back with automated follow-ups, reminders, reactivation campaigns, and retention workflows.

$299 setup $119 / month Live in 48 hours

What It Does

Revenue From Clients You Already Have.

Acquiring a new customer costs five times more than keeping an existing one. The AI Follow-Up & Referral Manager works the list you already built.

  • Follow-up campaigns
  • Reactivation campaigns
  • Maintenance reminders
  • Upsell opportunities
  • Customer retention programs

How It Works

Dormant Client to Booked Appointment.

01

AI monitors your client list

It watches for inactivity based on the dormancy threshold you set — 60, 90, or 180 days since last visit.

02

Reactivation sequence starts

A personalised message goes out at the right time. If there's no response, it follows up 2–3 times over the next two weeks.

03

Client books and returns

Interested clients book directly through the message. The AI logs the result and marks the client as active again.

Best Fit For

Industries Built on Repeat Business

Clinics
Dental
Beauty & Wellness
Home Services
Automotive

Pricing

Simple. Predictable.

AI Follow-Up & Referral Manager

Setup

$299

one-time

Monthly

$119

per month

Common Questions

What People Ask Before They Buy

Customer follow-up automation sends re-engagement messages to past clients without any manual effort. The AI monitors your client list, identifies who hasn't booked recently, and reaches out with a personalised message at the right time.

Questions

Everything People Ask

The most effective method is automated follow-up — reaching out to past clients at the right time with a personalised message. Businesses using follow-up automation see 8–15% of dormant clients rebook within 30 days of the first sequence.

Comparisons

How It Compares

AI Follow-Up vs Manual Follow-Up

AI Follow-Up

  • Every client contacted
  • Perfect timing every time
  • Personalised at scale
  • Tracks responses
  • Runs while you work

Manual Follow-Up

  • Most clients forgotten
  • Timing inconsistent
  • Generic messages
  • No response tracking
  • Requires dedicated time

Choose AI to run a follow-up programme that actually reaches every client, every time.

Customer Retention vs Acquisition

Customer Retention

  • 5x lower cost
  • Higher conversion rate
  • Trust already established
  • Referral potential
  • Compounds over time

Customer Acquisition

  • 5x higher cost
  • Lower conversion rate
  • Trust must be built
  • No referral baseline
  • One-time return

Invest in retention first. The AI Follow-Up & Referral Manager returns revenue from the database you already built.

Reactivate the Clients You've Already Won.

Book a free demo. We'll show you how the AI Follow-Up & Referral Manager works with your client list.