“We envisaged an AI for every client service manager, with unlimited knowledge and productivity,” explains Glen Calvert, co-founder and CEO of Kaizan.

“This would be, at the fingertips of our client service manager, everything they needed to know about the client in question, their sector, their objectives, and the stakeholders involved.”

In this month’s client services mastermind, we’re looking at Kaizan’s AI-first approach to account and client management, and what it means for agencies not just as a tool, but as a strategic client partner.

We’ll be discussing:

• How to automate routine tasks and eliminate inefficiencies in the client services process. “This can free up client managers from repetitive tasks like CRM updates, follow-up emails, and project management board updates – all of that stuff will and should die. That’s not what we’re built for.”
• The power of real-time client sentiment tracking. Kaizan’s tool maintains a real time view on an agency’s client health, and their relationship quality with the client too.
• AI as an all-knowing client assistant. “It’s unlimited knowledge productivity for account managers,” says Glen, helping your client services function focus on the more high-value, client facing work they’re meant to be doing.

How are you currently using AI within your client services function? Is it something you’ve even thought of applying AI to within your agency?

If you’re still figuring it out, this session is the perfect one for you to help streamline your client focus, and make the most of those agency-client relationships.