Early access
AI agents that find the next service every client needs.
Client upsells finds the next service each agency client needs: each month a declared AI agent reads the checks you run on every client with their OK, finds what each one is missing, and drafts the proposal with your price and the signed proof for your OK.
Client upsells
Obsession agent for Your agencyNo text welcome flow · 0 texts in 7 days
SMS welcome series
AI assistants quote last year’s price
AI answers retainer
Checkout fails for AI shoppers
AI checkout fixes
Outdoor gear, Dental group · no gap found
Sends after your OK
Proposal sent to HomewareSMS welcome series
OpenExample
Pick it, and everything it needs is already set up.
Nothing to build or buy, and nothing to run yourself.
- An agent ID, declared as AI
- Your checks of every client, with their OK
- Your service list and prices, which it can’t change
- Proposals in your brand, proof attached
- Drafts in your own thread
- Every check, proposal and OK signed and dated
It runs on your schedule, and keeps the proof.
Each month, the next service every client needs, with the proof and a proposal waiting for your OK.
Example: 5 clients, October
Client upsells
On the 1st of each month, read our checks of every client and find the next service each one needs. Draft the proposal with its price and proof for my OK, then follow up.
- Targets
- Your 5 clients: Homeware, Coffee roaster, Candles, Outdoor gear and Dental group
- Journey
- Read your checks of every client
- Match each gap to a service you sell
- Draft the proposal with its proof
- Send from your thread after your OK
- How often
- The 1st of every month
- Report
- Proposals waiting for your OK, each with its proof
- Set up
- Agent ID, declared as AI
- Your client checks
- Your service list
- Your own thread
Run log
- Your check of Homeware, with its OK: a test phone opts in to its texts, ticking “Text me offers”.24 Sep, 10:12
- 5 clients read from your checks. Homeware: 0 texts in the 7 days since that phone opted in.1 Oct, 09:00
- Coffee roaster: AI assistants quote last year’s price. Candles: checkout fails for AI shoppers. Outdoor gear and Dental group: no gap, so nothing to propose.1 Oct, 09:06
- 3 proposals drafted from your service list, each with its signed proof: £1,200 a month, £900 a month and £2,400 once.1 Oct, 09:20
- You approve Homeware’s proposal. The SMS welcome series, £1,200 a month from 1 Nov, goes from your own thread.1 Oct, 10:24
- No reply yet. A follow up drafted in the same thread waits for your OK.8 Oct, 09:00
Finding
3 of your 5 clients have a gap you can fix. Homeware’s new text subscribers get 0 texts in their first 7 days.
Homeware’s proposal went from your thread after your OK. The other 2 wait for you, each with its proof.
Example run. Every check, proposal and OK signed and dated.
The agents do the legwork. You make the calls.
Read your checks of every client
On the 1st of each month it reads every check you run for each client, with their OK: mystery shops, AI checkout tests, AI answer checks and your own audits.
Match each gap to a service you sell
A welcome text that never comes, an old price in AI answers, a checkout AI shoppers can’t finish. Each gap meets the service on your list that fixes it. No gap, no proposal.
Draft the proposal with its proof
In your brand, at your price, with the signed screenshots that show the gap. Anything not on your service list waits for you.
You send it. The agent follows up.
It goes from your own thread only after you approve the words, and every follow up waits for your OK too. A “no” stops it for that client.
It covers the whole job, and stops where it should.
What counts as a gap
A journey that breaks
A text, an email or a checkout step your check proved missing, with the screenshots and the times.
A wrong answer
AI assistants or listings quoting an old price or a wrong fact about your client.
A checkout AI can’t finish
A path that fails for AI shoppers, from your AI checkout test.
Nothing wrong
A client with nothing to fix gets no proposal that month.
Every proposal
The proof
Signed, dated screenshots from your own check, so the client sees the gap for themselves.
The price
From your service list. It can’t invent a price or a discount.
The brand
Your agency’s name and look on every page.
Who it goes to
Your contact at the client, in the thread you already have. Never anyone new.
Where it stops
Before anything sends
Every proposal and every follow up waits for your OK.
At a no
A “no” or a “not now” stops it for that client until a new gap and your OK.
No guarantees
A proposal shows the gap and the service that fixes it, never a promised result.
Outside your clients
Never. Only your own clients, and only the checks each one agreed to.
Every client with a gap gets a proposal, with the proof behind it.
See a real store checkThis month’s list
Every client, the gap your checks found and the service that fixes it, in 1 view.
Proposals, drafted
In your brand, with the price and the signed proof, waiting for your OK.
The proof pack
The screenshots and times behind each gap, as a page and a PDF the client can check.
Follow ups
Drafted in the same thread, each waiting for your OK.
Your CRM, kept current
A deal for each proposal, with the service, price, stage and next step.
A monthly note
Gaps found, proposals sent, each yes and no, and anything waiting on you.
Start from the recipe. Change anything.
- Clients
- Every client, or the ones you pick
- When
- The 1st of each month, or after every check
- Proof
- The checks you run for each client, with their OK
- Services
- Your service list and prices, which it can’t change
- Sends from
- Your own thread with each client
- Needs your OK
- Every proposal and every follow up
- Follow ups
- 2 at most, a week apart, or your own rule
- Stops
- At a no, a not now, or a reply that needs you
The same recipe, different jobs.
- AgenciesAccount directors start each month with a proposal for every client that needs more, and the proof to back it.
- FoundersRun a studio or a consultancy? Every client gets the next service it needs, and you approve each proposal.
- DevelopersSend your own client checks through the API, and get each gap and its drafted proposal back by webhook.
The agent drafts. You approve. Your client decides.
Up to 132 hours a year back, if every month is like October in the example: 1 hour to read each of 5 clients’ checks and 2 hours to draft each of 3 proposals with its proof, so 11 hours a month.
| The agent | You | |
|---|---|---|
| Your checks of each client | Reads every one, each month | Agree them with the client |
| A gap | Finds it and keeps the signed proof | See it the same day |
| The service and its price | Picks them from your service list | Set the list once |
| The proposal | Drafts it in your brand | Approve the words, then it sends from your thread |
| Anything off your list | Never on its own | Decide |
| Each follow up | Drafts it in the same thread | Approve it |
| The yes | Logs it in your CRM | Agree the start date and sign with your client |
Your clients only. Nothing goes out without your OK.
Obsession’s Client upsells reads the checks you already run on each client with their OK, matches every gap to a service you sell, and drafts the proposal with your price and the signed proof for your OK.
Client upsells looks only at your own clients, and only through the checks each one agreed to. It never contacts anyone at a client to find a gap.
Client upsells takes it from the checks you already run for each client: mystery shops, AI checkout tests, AI answer checks and your own audits. Every screenshot is signed and dated, so the client can check it.
Never as itself or as you: the Client upsells agent drafts the proposal in your own thread, and it goes only after you approve the words. Every follow up waits for your OK too.
No. Client upsells uses your service list and your prices. Anything else waits for you.
No. A Client upsells proposal shows the gap, the proof and the service that fixes it. Never a guarantee.
Client upsells stops for that client and logs why. Nothing more until a new gap and your OK.
Then Client upsells sends no proposal. In the example, 2 of the 5 clients had no gap and got nothing that month.
Client upsells gives up to 132 hours a year back, if every month is like October in the example: 1 hour to read each of 5 clients’ checks and 2 hours to draft each of 3 proposals with its proof, so 11 hours a month.
Client upsells turns what your checks find into the next service, with the proposal ready for your OK. Mystery shopper goes through a client’s business as a customer does and shows what breaks.
Bring every client the next service they need.
Join the waitlist. Client upsells comes ready to read your client checks and draft each proposal in your own thread.