05 · Keep
The follow-ups that pay the bills, on time.
The sale is only the start. Payments come due, paperwork waits, and most of it happens only if someone remembers to chase it. Sonzai does the chasing for you, and brings in your team when a real decision or signature is needed.
The problem
The sale isn’t the finish line.
Payments come due. Financing stalls. Paperwork sits in someone’s inbox. Almost all of it happens only when a person remembers to push it along, and people forget.
When the chasing is manual, it’s also uneven. Some clients get three reminders, some get none. The ones who slip through are usually the ones nobody had time to write to, and that’s money walking out the door.
How it works
It tracks the work, then does it.
- 1
Track
Every payment, deadline, and open item lands in one place, pulled from your CRM and watched all the time.
- 2
Reach out
A reminder goes out at the right moment, written for that client rather than blasted from a template.
- 3
Answer
It handles financing questions, sends the right link, and asks for the documents you actually need.
- 4
Escalate
A person steps in only when a real decision or a signature is on the table, with the full thread attached.
- 5
Close the loop
Everything gets logged, so nothing falls through and the next message already knows what happened.
A payment, kept on track
A reminder that does the whole errand.
M. Santos has a payment due in five days. Sonzai nudges him ahead of time, answers his question about the amount, and resends the bank form he’d misplaced. It only flags a rep once a missing document needs a human to look at it.
M. Santos
Reserved · payment due in 5 days
Hi — quick reminder your next payment is due Friday. Need the bank form again? I can resend it.
Sonzai · 9:14 AM
Yes please, and what’s the amount?
M. Santos · 9:21 AM
Sent. Same as last month. I’ll flag your rep if anything’s missing.
Sonzai · 9:22 AM
→ handed to your team: document needed
What it does
Everything between the sale and the last payment.
Runs reminders and chases
Payment nudges and deadline prompts go out on schedule, with nobody keeping a spreadsheet to remember them.
Writes for each client
Every message is composed for the person it’s going to, in their language and your voice.
Answers financing questions
It explains the amount, sends the right form, and keeps a stalled application moving toward the bank.
Escalates clean, with context
When your team has to step in, they get the full thread and the next action. No cold ticket to untangle.
Keeps a full record
Every touch is logged, so you can see what was said and when, and no client gets the same message twice.
The same system, now for clients you’ve already won
The Mind Layer that captured and qualified the lead now looks after the client through close.
It learns the rhythm
Better timing, better tone, the more it runs.
Every reply teaches it something. It picks up which timing and tone actually get an answer from a given client, and it keeps adjusting. The Mind Layer underneath shares that with the rest of your work, so the whole thing improves together.
One system, six products
The rest of the operating system
Keep your clients
Keep the clients
you already won.
See how Sonzai runs the reminders, answers the questions, and brings your team in only when it counts.