Client Care and Upsell

    Gus

    Spots unhappy clients early. Spots upsell moments too.

    QUICK ANSWER

    What does Gus do?

    Gus checks in with customers after service, spots unhappy clients early, and flags upsell moments for your team. As part of the Close stage, Gus works 24/7 inside BOLT, follows your approved rules, and hands the conversation to your team whenever a person is needed.

    Meet Gus

    Meet Gus

    Small frustrations go unnoticed until a customer leaves. Gus checks in at the right times so your team fixes problems early and spots chances to help more.

    The leak Gus fixes

    Small frustrations go unnoticed until a customer stops returning. Consistent check-ins help your team see what needs attention.

    A typical day

    A day with Gus

    1. 9:30 AM

      Sends 30-day check-ins.

    2. 12:00 PM

      Flags a customer reporting an issue.

    3. 2:30 PM

      Notes interest in a maintenance plan.

    4. 4:40 PM

      Sends a renewal reminder.

    Sample conversation

    How Gus sounds

    Gus

    Sample conversation

    Gus

    Hi Riley, how's the new system running after a month?

    Riley

    Good, but the upstairs is warm.

    Gus

    Thanks for telling us. I've asked our team to call you today.

    Capabilities

    What Gus handles

    Checks in on VIP clients and celebrates milestones

    Configured around your approved workflow, with a human handoff when needed.

    Follows up after every service

    Configured around your approved workflow, with a human handoff when needed.

    Suggests upgrades at the right moment

    Configured around your approved workflow, with a human handoff when needed.

    Flags customer replies that need personal care

    Configured around your approved workflow, with a human handoff when needed.

    Keeps client follow-up history in the CRM

    Configured around your approved workflow, with a human handoff when needed.

    Setup

    Getting Gus started

    1. 01

      Check-in timing

    2. 02

      Upsell offers or plans you approve

    3. 03

      Who handles care issues

    That is all we need from you. Our team builds the rest.

    Guardrails

    Clear limits, every time

    • Never makes promises or discounts
    • Sends issues to your team right away
    • Offers only approved upgrades

    Good questions

    What do owners ask about Gus?

    Gus checks in and routes issues, and your team resolves them.

    He flags interest and shares approved offers.

    On your schedule.

    Put Gus to work in your business.

    Book a free 30-minute demo. We will map your lead flow and show you the fix.