Client Relationship Reminders

Live Standard plan or higher · Team member

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

1. Open the app: In the workspace sidebar, select Client Relationship Reminders under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Try an example (optional): Click Try an example above the form to load demo values from the tutorial, then edit before you run.
6. Fill Client CSV: On the Intake tab, enter Client CSV (optional). Required fields are marked with *.
7. Run the app: Click Generate draft. Output appears on the Result tab with download and regenerate options.
8. 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.

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