Prepare quarterly account review packs for key clients
We take off your hands: pulling each key client's work, spend, performance, safety and quality figures together before every review meeting.
You get: a review pack per key client with performance against agreed measures, issues resolved and briefing notes, for your account manager to check and present.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our biggest customers expect a proper review and it takes days to prepare.
How it works
What comes in
- Job or hire software, accounts, KPI data, safety and quality logs, CRM
What AI does
Extracts the client's data for the period, calculates agreed measures, drafts commentary and formats the pack.
What you get
- A client review pack and internal briefing notes
Who signs it off
Your account manager checks the pack and presents it, and handles any difficult issues in person.
What it needs to work
- Data linked by client across your software
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?