Schedule the customer kickoff call, end to end
Revo proposes three slots that work for the customer's stakeholders and your team, and sends the invite when they pick.
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Kickoff scheduling delays signal a slow firm. Revo proposes the right slots and books the kickoff before momentum dies.
What goes in the invite
Calendar invite with video link, kickoff agenda, pre-read materials, and a list of what to prepare before the call.
- 1
Find the slot
Cross-references customer stakeholders + your team.
- 2
Propose three options
In your voice, with a Calendly fallback.
- 3
Send the invite
When picked, includes agenda and pre-read.
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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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