Grow your existing clients
Fullspan maps what each client has bought from you against everything you sell, watches for changes at the client that create a need, and drafts the proposal for a person on your team to send.
The easiest new work is usually with a client who already trusts you. It gets missed because the team is focused on delivery, and nobody connects what the client just announced with a service you sell.
How it works
- It learns your services from your website and the work you have done.
- It records what each client has bought from you, and what they haven't.
- It watches each client's news, job posts and announcements, and what comes up in your meetings and email.
- When something fits, such as a new office, a new marketing lead or a planned rebrand, it tells you why and drafts the proposal.
An example
A client you handle social for announces an office in Berlin. They have never bought launch or localisation work from you. Fullspan flags the opening, notes what they have bought and what is outstanding, and drafts a short proposal for a German launch campaign for the account lead to review.
You decide what goes out
Every draft is reviewed and sent by a person. Rules you set, such as a minimum fee or no contact before a client's board meeting, can't be broken.
Related
Questions
How is this different from a CRM?
A CRM waits for you to fill it in and decide what to do. Fullspan keeps the record current from your meetings, email and the news, then does the work: proposals, check-ins, contact reports and meeting briefs.
Will it sound like a bot?
No. It learns how your team writes and keeps every draft short, specific and about the recipient's business.
Does it email prospects or clients on its own?
No. It drafts, and a person on your team reviews and sends. Later, if you want, you can let it send routine follow-ups within rules you set. Anything about price, scope or delivery always comes to you.
See what Fullspan finds about your business
Start with your business domain. Research begins before you create an account.