Members renewed before they lapse.
Clair finds the members whose plan is up or whose tune-up was missed, ranks them by what they're worth, and hands the list to Onepath to call and text.
71 memberships renew in November; 23 of those members missed their fall tune-up.
The 23 spend $1,140 a year on average, against $380 for non-members. I'd have Onepath call them first and book the tune-up on the same call.
Last year, members who missed a tune-up renewed at 54%; those called before the renewal date, at 81%.
Clair · Acme demo shop · AI-generated, check before acting
One card. You click.
ClairAGENTProposed · Hand a prioritised list to Onepath
23 members with a missed tune-up and a November renewal: renew and book the tune-up on one call.
Hand a prioritised list to Onepath · nothing happens until someone approves
ClairAGENTDone · Hand a prioritised list to Onepath
23 members with a missed tune-up and a November renewal: renew and book the tune-up on one call.
Hand a prioritised list to Onepath
Done by @Dana · list of 23 handed to Onepath
Did yesterday's customers hear from us?Every completed job gets a review request from your number the next day. A bad review goes to the manager with the job's history, so the reply is ready the same day.See the example → Numbers for the bank
Send the Q3 numbers to our banker.A private page at your own link, with charts and the forecast range, that the banker opens without a login. The link stops working after 30 days.See the example → Ad budget throttled to the board
Can we take more HVAC work next week?A full board means less spend on the campaigns that feed it; room means more, inside the floor and ceiling you set.See the example → Outreach campaigns with Onepath
We have room in November. Who should we go after?Clair picks who is worth calling from your history; Onepath's voice agents and texts make the calls; the booked jobs come back.See the example →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
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