AI deadline tracking for business: accounting and relocation firms
Client deadlines kept by a system, not by someone's memory
A deadline guard for accounting, corporate services and relocation firms: it keeps the dates of all your clients, reminds the client and your staff in advance, and escalates when nobody responds. It runs under your name.
The problem
Client deadlines live in spreadsheets, calendars and people's heads. A team member goes on holiday, a client misses an email, and a permit renewal or tax date is missed. The client pays the fine and blames your firm. You lose that client, and their referrals with them.
What we do
- We collect your clients' deadlines into one database: from spreadsheets, emails and documents.
- You set how many days in advance and whom to remind for each type of deadline.
- The system writes to the client and your team member on Telegram or by email.
- No reply or action: it reminds again and informs a manager.
- Every reminder and reply stays in a log: you can see who was warned and when.
- Clients see your name and your bot, not ours.
Results in numbers
- This is how it works for us: tasks in our team are tracked by the same kind of guard, and a task with no progress goes to the manager automatically.
- Your firm's own numbers (how many deadlines are tracked, how many closed on time) are measured during the pilot.
Who it is for
Accounting and corporate services firms, relocation agencies and lawyers who track deadlines for many clients.
How the pilot works
- A free 30-minute call: which deadlines you track and where they are recorded today.
- Scope in writing: which clients, which deadlines, which channels.
- Moving deadlines into the database and setting up reminders under your name.
- A run on your real clients.
- A report: how many deadlines are tracked, how many closed on time.
- You decide: connect all clients, refine or stop.
Price
- Pilot: 600 €. 50% at the start, 50% after the report.
- Ongoing service after the pilot: price after we review your task.
FAQ
Will clients see DELTA?
No. Reminders come under your name and from your bot.
Do we have to move the data by hand?
No. We move it from your spreadsheets and emails ourselves; you check the result.
What happens to our clients' data?
Where data is stored and when it is deleted is set out in the contract before any work starts.
Send us the list of deadline types you track, and we will show you what the reminders to your clients will look like under your name.
Write to ai@delta-solution.pro or on Telegram: t.me/santnickol
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