Client Flow
Deal closed → client gets onboarded → documents are generated → tasks fly to the team → weekly reports go out → NPS survey on day 30/60/90.
- After "deal won" the chaos starts: one person drafts the contract, another assigns tasks, a third writes the report
- Two months in, the client asks "where are the results?" — and you realize you forgot to send the report
- NPS surveys happen once a year; feedback arrives when it is already too late
- 01CRM deal status flips to "won" — Client Flow kicks off
- 02Client gets a welcome email, a Notion project page, and the manager contact
- 03Contract and invoice are generated from a template and sent for signature
- 04Tasks for the team are created in Bitrix24/Notion with deadlines and owners
- 05Every Friday: an automated client report (what shipped, what is in flight, metrics)
- 06Day 30/60/90 — NPS survey, results land in a dashboard
- ✓Clients never fall out of communication — they always know the status
- ✓Documents do not stall on "the manager is on vacation"
- ✓Client trouble shows up on day 30, not when they are walking out
Marketing agency in Almaty
How do you automatically bring clients back for repeat purchases?
The AI agent tracks purchase history and reminds the client about you at the right time: it suggests a repeat order when the time comes or informs about promotions. Working with an existing base costs less than acquiring new clients and increases repeat sales.
What does the agent do to retain clients?
The agent guides the client after the first purchase: it sends welcome messages, reminders, greetings, and offers based on order history. All of this happens automatically through messengers, so the client feels attention without a manager's manual work.
How do you work with a client base without manual mailing?
The agent segments the base and sends relevant messages to the right groups through official messenger APIs. The manager does not need to write to each person manually. The messages are personal, based on past purchases, rather than a generic mass mailing.
How much does client retention automation cost?
Client Flow's cost depends on the base size and scenarios, and setup takes a few days. It pays off through repeat sales: bringing back an existing client is cheaper than acquiring a new one through ads, so the system justifies the investment quickly.
Which channels does the agent use to reach clients?
The agent works through the official WhatsApp Business API and Telegram, which rules out bans. Messages arrive in the messengers the client already uses, so open rates are higher than with email or calls.
Will this look like spam?
No, if the messages are relevant and timely. The agent writes based on the specific client's history: it reminds when it is actually time and offers what is of interest. Personal, to-the-point messages are perceived as care, not as an intrusive mailing.
Related articles
Articles are in Russian.
CRM для B2B агентства
Почему сделки в B2B срываются не из-за цены, а из-за потери контроля над процессом, и что меняет CRM при 15-20 параллельных переговорах.
Read article →BlogКак автоматизировать онбординг и удержание клиентов в агентстве
Где агентство теряет клиентов на первом контакте, во время выбора и после сделки, и как автоматизация закрывает каждый из этих этапов.
Read article →Other templates
Meeting Flow
Zoom/Meet records → Whisper transcribes → AI extracts tasks → tasks go to your CRM, summary lands in Telegram.
View details →CONTROLCEO Dashboard
Every Monday at 9 AM, a single Telegram message: leads, revenue, conversion, ad spend — plus an AI take on what matters today.
View details →SALESLead Machine
Leads from every channel land in your CRM with AI scoring. Hot ones reach the sales rep in Telegram instantly.
View details →