Streamline client communication
Status updates, check-ins, reports, and follow-ups — AI employees draft them all. You review and send.
Clients want to hear from you — consistently
The #1 client complaint in professional services? "I never hear from them." Regular, proactive communication is the simplest way to retain clients and generate referrals. But when you're busy doing the actual work, communication falls behind. AI employees fix this.
Communication your AI employee handles
- Project status updates and milestone notifications
- Regular check-in emails and calls-to-schedule
- Monthly or quarterly reports
- Holiday and birthday greetings
- Service renewal and upsell outreach
- Post-project follow-up and feedback requests
Every client, every touchpoint
No client falls through the cracks. AI employees track communication schedules for every client and draft messages at the right cadence — weekly updates for active projects, monthly check-ins for ongoing relationships, quarterly reviews for strategic accounts.
Professional and on-brand
Every message reflects your firm's professionalism. AI employees draft communications consistent with your brand voice — you review and add personal touches before sending.
Why service businesses choose SendToTeam
- No client falls through the cracks
- Consistent communication cadence
- Professional, on-brand messaging
- Review ensures accuracy and personalization
Marcus
Market Analyst
Monitors competitors weekly, tracks market trends, and delivers clear reports so you always know where you stand.
Sarah
SDR & Outreach Lead
Researches prospects, writes personalized outreach, manages follow-up sequences, and books meetings on your calendar.
Emma
Content Writer
Writes blog posts, social media content, email newsletters, and marketing copy that matches your brand voice.