Organised client communication for service firms
Collect documents, send due date and payment reminders and keep client conversations on one shared record, instead of scattered across personal phones.
How can service firms use SG Reach?
Use WhatsApp Forms or a chatbot to collect client details, sequences for due date and payment reminders across WhatsApp, email and SMS, and the shared inbox so any team member can pick up a client conversation with its history and notes.
What usually gets in the way
- Chasing clients for documents and payments.
- Deadlines that clients miss without reminders.
- Client history locked in one person's phone.
A setup that works
Marketing automation
Reminder sequences ahead of filing or renewal dates.
Contact management
Custom fields for due dates and service type.
Shared inbox
A shared inbox with private notes for the whole team.
A sample journey
Build it once with flows and sequences. Each customer moves through it on their own schedule.
How automation works- Seven days before a due date
WhatsApp reminder with the list of documents needed
- Three days before, if not replied
Email with details and a link
- One day before
Short SMS reminder
Other industries
Small businessesBig-company follow up, without a big team
Marketing agenciesRun client campaigns on four channels from one platform
EcommerceRecover carts and keep buyers coming back
EducationKeep students and parents informed on time
Clinics and healthcareFewer missed appointments, calmer front desks
Real estateReply to property leads while they are still interested
Start with one channel. Add the rest when you are ready.
Every new workspace starts with a free trial of all four channels, chatbots and sequences. No card needed.