Schedule a client meeting that just got requested, end to end
Revo reads the request, checks your calendar against the client's pattern, proposes three slots, and sends the invite when they pick.
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Most client meetings die in scheduling, not in disagreement. Revo turns the back-and-forth into one reply and one invite, even in tax-season chaos.
How Revo picks the slots
Your free time, the client's typical hours from prior threads, and any tax deadlines that pull the meeting earlier or push it later.
What the invite looks like
Calendar invite with a video link, a one-line agenda pulled from the engagement, and the right attendees from the firm and the client side.
- 1
Detect the request
Revo recognises planning calls, tax reviews, and strategy syncs from how the client phrases the ask.
- 2
Find the slots
Cross-references your calendar, the client's typical hours, and tax deadlines.
- 3
Reply with options
Three windows in your voice, with a Calendly fallback for stubborn schedules.
- 4
Send the invite
When the client picks, Revo sends the invite with a one-line agenda from the engagement.
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Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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