Schedule a regular customer check-in
Revo reads the cadence, finds slots, and sends the invite with a one-line agenda. so check-ins never slip.
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Check-ins that slip are how trust slips. Revo reads the cadence and books the next one before the gap shows.
What's in the invite
Calendar with video link, one-line agenda based on what's open, optional pre-read for high-touch accounts.
- 1
Read the cadence
Past check-ins, account tier, current relationship state.
- 2
Propose slots
Three time windows that work for both.
- 3
Send invite
When picked, with one-line agenda.
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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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