
Client status updates.
Updates drafted from real activity, reviewed and sent by the account manager.
From the work todayto a person's sign-off.
The work today
Status reports are written from memory or slip past their date. Account managers spend the time writing instead of on the relationship.
What the agent does
Drafts the update from PSA, project tool, monitoring and ticket activity.
What a person approves
The account manager reviews the update and sends it.
What is recorded
Data is scoped per client, with an audit entry for each update.

Nothing goes outwithout a person.
The agent works on a copy of your data. What it wants to send or change waits for a person, who sees exactly what will happen and approves or rejects it.
The systemsit connects.
We connect to the systems you run. Nothing is ripped out, and each one stays the system of record.
PSA
Project tools
Monitoring
Email
Relatedreading.
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Is this work on your team's plate?
Tell us how it is done today and which systems it touches. We will talk through what we would build and who would approve it.