Concierge
Keep the conversation going. Thoughtful follow-up, with the history that makes it personal.
Five months quiet. Nothing forgotten.
- Mar 4 Estimate sent
- Mar 6 Asked about timing
- Apr 2 Install day
- Apr 9 Check-in
- Oct 1 Service due
- Mar 4 Estimate sent
- Mar 6 Asked about timing
- Apr 2 Install day
- Apr 9 Check-in
- Oct 1 Service due
Every next step
deserves a little thought.
Pick up the actual conversation
An open estimate is more useful with the conversation beside it. Your Concierge draws on the questions already asked, prepares a relevant follow-up, and brings the reply back to the person who can help the customer decide.
Make the reminder useful
The appointment time is only part of the message. Your Concierge includes the preparation your team has specified, follows the agreed reminder timing, and passes new questions or changes to the team handling the visit.
Give the customer somewhere to turn
A completed job creates a natural moment to check in. Your Concierge follows your post-job process, keeps the customer’s response with the job history, and brings concerns to the person responsible for putting things right.
Emma WilsonJuniper & Co. · Quote #1042 Reply received Kitchen design and installation$42,500
The estimate looks good. Could Jamie talk me through what happens during the installation?
A little history
goes a long way.
Remember what they asked for
When a customer asks for a little time, that should shape the next message. Your Concierge uses the recorded preference and your contact rules to prepare the follow-up for the agreed moment, with the earlier conversation close at hand.
Make the message relevant
Past work gives a returning conversation a useful starting point. Your Concierge can prepare seasonal or service follow-ups from the history available, using your contact rules and approved guidance to decide which customers belong in that outreach.
Emma WilsonJuniper & Co. · Estimate follow-up Waiting until Monday “Could you check back Monday?”
- Thursday
Emma asks for time to review the estimate.
- Preference recorded
No follow-up before Monday.
- Monday
Prepare the next message under Juniper’s contact rules.
One relationship.
A team that shares the context.
Your Concierge is part of OtherEighty’s shared intelligence. The original inquiry, the agreed visit, and the work that followed can inform the next message through the records and tools connected to your business.
As conversations, completed work, and team feedback add to that shared knowledge, follow-up has more to draw on. Your timing, contact, and approval rules still determine how it moves forward.
A few details.
A clearer picture.
Does every follow-up go out automatically?
You set the approval rules. Routine reminders can follow an approved process; other messages can wait for a person to review them. Replies and exceptions return to the responsible team member with their context.
How does it know what to say?
It draws on the estimate, appointment, job, and conversation records available through your setup, together with your approved voice and guidance. If a question needs a decision from your team, the Concierge passes it on.
How is this different from the Receptionist?
The Receptionist handles the conversation coming in. The Concierge looks after the next steps around it: an estimate to follow up, a visit to prepare for, or a customer to check in with after the work.
Give the conversation
a little more care.
Start with the customer follow-up your team keeps meaning to get to.
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