Role

Client Relations

Answers every inquiry the hour it arrives, remembers every preference, and keeps every client feeling like the only one.

A typical shift

What a day actually looks like.

Not a demo script. The cadence this role keeps once it is wired into your tools, running on a written workflow.

6:10 am

Read 23 overnight inquiries and answered the 4 that could not wait, in your tone, from your playbook.

7:30 am

Held the private room for October 14th and sent the confirmation with the deposit link.

9:45 am

Returned the voicemail left at 11pm last night and rebooked the tasting for Thursday.

1:20 pm

Logged every conversation to the CRM with next steps, so nothing lives in one person's head.

4:50 pm

Sent 6 quiet check-ins to clients you have not heard from in 90 days. Two replied before dinner.

The tools

HubSpotGmailCalendlyRingCentral

Connected during onboarding. If your stack differs, it wires into what you already run; nothing gets ripped out.

Where it fits

Answers booking inquiries overnight, confirms tomorrow's arrivals, and flags the VIP note before the front desk clocks in.

Screens intake calls, assembles the conflict check, and keeps follow-up on every open matter on schedule.

Chases missing client documents, confirms filing deadlines, and keeps the engagement letter queue moving.

Follows up on stalled files, requests missing conditions, and updates every borrower at every milestone.

Answers listing inquiries in minutes, books showings, and keeps the paperwork on every pending deal on track.

Confirms tomorrow's appointments, fills cancellations from the waitlist, and runs recall reminders on time.

Preps every meeting brief, schedules annual reviews, and follows up on unsigned paperwork until it lands.

Answers date inquiries with real availability, sends the proposal same day, and confirms final counts before every event.

Have your Client Relations AI Employee working in days, from $850/mo, 30-day guarantee.