Service Agreement Renewal
Auto-renew maintenance agreements, retainer contracts, and service plans before they lapse
StandardProfessional ServicesSaves 3-5 hours/week
Auto-renew maintenance agreements, retainer contracts, and service plans before they lapse
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Service agreement nearing end
"Your {{agreement}} renews on {{date}}. Review terms: {{link}}"
"Your service agreement is up for renewal. Renew: {{payment_link}}"
Window
"Your agreement includes {{benefits}}. Don't lose them!"
30 days out
"30 days until your agreement lapses: {{payment_link}}"
Detailed benefits comparison: covered vs uncovered
Check payment
Enter win-back if lapsed
Exit on renewal
This automation is included with your Intellivizz AI subscription.
All automated communications are consent-based with opt-out compliance.
All-in-one review management: automated review requests, AI-powered responses, and review repurposing for web & social — 3 engines in 1.
Complete AI-powered review management system for professional services businesses. Three integrated engines: (1) Review Request — automatically sends personalized review requests after every service interaction via SMS and email, with smart timing and satisfaction gating. (2) AI Review Response — monitors Google, Yelp, and Facebook for new reviews and generates context-aware responses within minutes, escalating negative reviews to you. (3) Review Repurposing — extracts your best reviews and transforms them into website testimonials, social media posts, and email newsletter content.
Instantly respond to every missed call with AI-powered SMS, capturing leads 24/7
Instantly respond to every missed call with AI-powered SMS, capturing leads 24/7.
When a prospective client calls but no one answers, the system instantly sends an SMS within 60 seconds offering to sche
When a prospective client calls but no one answers, the system instantly sends an SMS within 60 seconds offering to schedule a consultation. Converts missed calls into booked appointments instead of lost leads.
An interactive quiz on the firm's website asks visitors 5-7 questions about their financial situation and generates a pe
An interactive quiz on the firm's website asks visitors 5-7 questions about their financial situation and generates a personalized 'Tax Savings Estimate' delivered via email. Captures leads while demonstrating expertise.
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