Industry: Real Estate: this app appears only in company workspaces set up for that vertical.
Upload client CSV: birthday and anniversary tables with email drafts.
Workspace fields
These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):
- Client CSV (optional): textarea field in the workspace
Primary action button: Generate draft
Workspace overview
Before you start
- Sign in as a team member on your company workspace (admins connect AI accounts separately).
- Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
- Verify your plan includes Standard apps: locked apps show which plan unlocks them.
Step-by-step
- Open the app: In the workspace sidebar, select Client Relationship Reminders under Industry apps.
- Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
- Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
- Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
- Try an example (optional): Click Try an example above the form to load demo values from the tutorial, then edit before you run.
- Fill Client CSV: On the Intake tab, enter Client CSV (optional). Required fields are marked with *.
- Run the app: Click Generate draft. Output appears on the Result tab with download and regenerate options.
- Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.
Example inputs
Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.
Client CSV
Upload a CSV: birthdays, anniversaries, renewals, lapses, payments.Try these scenarios
Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.
- Follow up 3 days after sending a quote: offer two call times.
- Reminder: documents needed before we can bind coverage.
- Thank-you after networking event; mention one detail from the conversation.
Expected result
Shape of the AI output in the Result panel: review before client use.
Example output (email draft)
- Subject: Following up on your home insurance quote
- Opening: Thanks for your time at the event…
- Body: Confirms quote validity and proposes two call slots
- Closing: Professional sign-off with your contact block
Tips
- Keep inputs specific: include dates, names, and constraints for better drafts.
- Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
- If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.