Sally

The host adopts the features that materially improve their operation — one well-chosen nudge at a time.

• Tracks account health score, risk level, and feature adoption each check
• Celebrates wins and nudges toward one high-impact feature at a time
• Keeps outreach low-noise — team chat by default, email only for big moments

• The host adopts the features that materially improve their operation — one well-chosen nudge at a time.
• Account health and risk level trend in the right direction, and wins are celebrated when they land.
• Nudges never become noise — no repeated suggestion inside 7 days, at most one outreach per day.
• Genuinely high-value moments (a critical score drop, a major milestone) reach the host directly.

• AI Autopilot

• OwenOwners receive accurate, timely monthly statements with no surprises.
• SusanEvery active customer account has a known health read — no relationship goes quiet unnoticed.
• OpalEvery owner has a current health classification grounded in their portfolio's numbers.
• NiaEvery new inquiry gets a warm, clear reply quickly — the firm wins the engagement on responsiveness.
• PriyaEvery active client hears from the firm on a sensible cadence — no one is left wondering about their matter.
• MarcusEvery outstanding invoice is tracked by amount, age, and last contact — nothing slips silently overdue.