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Customer Success Agent
A deployable AI agent that monitors customer health, drafts save plays, and surfaces expansion opportunities. Configure once, run daily.
Sales report by SKU
Ranks products by units sold, revenue, margin, and stock health for the period you pick. Tells you what to push and what to wind down.
Medicare / private health rebate agent
Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.
Telehealth session prep + tech-check agent
Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.
Build a mental health leave policy
Drafts a mental health leave policy that destigmatises taking time for mental health.
Telehealth session reminder + tech check
Sent the morning of a telehealth session. Confirms time, includes the link, and a 1-line tech check.
Brand health check for a brand under 12 months old
Diagnostic tuned for new brands. Less about drift, more about whether the foundation is set.
Brand health diagnostic in 7 questions
An honest audit of where your brand stands today. Strengths, drift, debt, and what to fix first.
Workflow: customer health scoring + expansion play
Identifies customers showing expansion signals + triggers tailored expansion outreach.
Workflow: customer health score + intervention
Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.
Build a personal dashboard
Designs a personal weekly dashboard that tracks what matters across work, health, and relationships.
Letter to insurer requesting additional services
Formal letter to WorkCover, TAC, DVA, or a private health insurer requesting additional services or extension of cover.
Workflow: customer health → automated CSM playbook
Triggers automated CSM plays based on customer health signals.
Build a customer health score model
Designs a customer health score model with weighted signals and intervention triggers.