The clients who didn't sign β re-engaged automatically.
Every name below had a consultation and a real need, but hasn't retained the firm yet. The engine reads each consult note and drafts a tailored, on-brand follow-up sequence β so nobody falls through the cracks while Jeff is in his next consult.
π Talk to Bella live β Martino's own AI receptionist. Click the mic at the bottom-right corner and have a real conversation, just like an after-hours caller would.
Backlog Β· not retained
π
Select a client to see their consult notes and generate a re-engagement sequence.