What the Bot does
- Read CRM, support, and billing for the accounts you name.
- Flag risk with citations, not a red/green orb.
- Draft the save email. Do not send it.
Sales · Churn risk with evidence
Account health
Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
Health scores lie. You want the last ticket, the last invoice, the last login — in one paragraph.
Never without you
- Email the customer
- Change plan or refund
- Close the account
First message
Talk first. The first message is a real task — not a template to configure.
Account health
Health read on these accounts. Cite CRM, billing, and tickets. Do not message the customer.
Message Account health
Tools this job uses
Connect them when the Bot hits a wall. Nothing goes live until you say so.
FAQ
Will it nag the customer?
No. The memo stays in the Bot thread until you send.
Also hire
Other jobs
Hire for the work. Each Bot is a person in the sidebar.
Hire a closer who does not send mail
Sales outbound
Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Find and enrich. You own outreach.
Lead generation
Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
Score inbound. Route with evidence.
Lead qualification
Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Pipeline hygiene from chat
CRM pipeline
Pull the deals you name. Flag stale and missing fields. Propose updates. Never write the CRM until you approve.
Hire the first one
Meet your first Bot.
Name, optional job, how it should work. Open the thread. The first message is a real task.
Request an invite