Client Follow-Up for B2B Services
B2B service firms live on long relationships: consulting missions, managed services, outsourcing, facility management, staffing. Quality is judged by people on the client side who change over time, and a contract is often renewed or lost on the account manager's relationship. Passisto Clients has an AI voice agent gather feedback from each client contact and gives the account manager a report on satisfaction, risks, needs and commitments.
The challenges
Relationships that rest on one person
When the client's sponsor leaves or changes role, the firm loses its main supporter and often hears about it late.
Delivery quality judged by several people
The decision maker, the project manager and the daily users do not always share the same opinion of the service.
Informal commitments
Promises made in meetings, such as a staffing change or a faster response time, are forgotten unless someone writes them down.
Reviews that come too late
A formal service review once a year is too slow to catch a problem that started in the third month.
How it works
- 1
Set up your services and import your clients
Declare your services, such as missions, managed services or maintenance contracts, generate interview templates and import your client portfolio.
- 2
Launch a follow-up for a contact
Pick the client, the contact, the service and the type of follow-up. The contact receives an email in your name with a personal, secure link.
- 3
The client contact talks to the agent
They give consent, answer a few quick questions and talk with the agent from their browser, in a conversation of 5 to 15 minutes.
- 4
The account manager validates and follows up
The report covers satisfaction, churn risk, pain points, needs and commitments. The account manager approves each item, and open points are picked up again at the next follow-up.
Examples of questions the AI agent asks
- How would you rate the quality of the service you received over the last quarter?
- Is there something in the way we work together that slows you down?
- Do you feel the team assigned to you has the right skills for your current priorities?
- What are your main projects for the coming months, and where could we help more?
- What would you need from us to be confident about extending our contract?
What you get
More voices than the usual sponsor
Different contacts in the client company are heard, so risks do not depend on one relationship.
Problems found between service reviews
Short, regular conversations catch a dip in satisfaction while it is still easy to correct.
Commitments tracked
Approved commitments are listed in the client record and brought up again at the next follow-up.
Better preparation for renewals
The account manager arrives at the renewal discussion with a recent, structured view of the client's needs.
Frequently asked questions
Does the client know it is an AI?
Yes. The client sees who is asking and why, is told that the conversation is led by an AI and recorded, and gives consent before talking.
Can the agent commit us to a change of team or price?
No. The agent never promises a discount, a deadline or a commercial gesture. It notes the request and tells the client it will be passed on to their account manager.
What does the account manager have to do with the AI suggestions?
Nothing becomes active until the account manager approves, edits or rejects each suggested pain point, need or commitment. People always decide.
See how it works for your team
Tell us about your context: we will show you the conversations, reports and follow-up that fit it.