Old clients coming due (refinance, annual review, check-in): AI drafts a message just for them

The problem

Nobody follows up old clients, and when they come due, someone else gets the job.

Before

You contact them when you remember. Mostly you don't.

Now

Give it your client list. Based on due dates and past work, every week it lists who to contact and writes a message just for that person.

You do

You decide whether to send. The voice is yours.

Runs

Monday mornings

Tools

ChatGPT or Claude

Repeat business is the cheapest business.