Customer Acquisition

The situation

Customer acquisition often depends less on a lack of contacts than on a lack of capacity: research, individual outreach and follow-up compete with day-to-day business.

Without clear criteria, there is a lot of activity but little qualified pipeline.

The goal

Build new business relationships and lead prospects to their first orders – measured by qualified opportunities, not by the number of messages sent.

How REVAGO approaches it

1. Prioritise target accounts and contacts by defined criteria and prepare briefings.
2. Reach out according to defined rules, classify and prepare replies – with approval where it matters.
3. Manage cases and follow up consistently through to the first order.

Capabilities that can be used

• Analyse customer data and prepare briefingsAgents analyse the connected customer data and summarise what matters before the next conversation.Limit: Works with the data sources connected as part of your engagement. We clarify up front which systems these are and what set-up they need.
• Organise cases and plan next stepsAgents create and update cases, track status and ownership and schedule follow-ups – so it is clear what happens next and who does it.Limit: Within the agreed process and the actions approved for it.
• Send e-mails according to defined rulesTemplates, recipient and dispatch checks, approval paths and a traceable send queue: every e-mail goes out according to defined rules.Limit: Each process defines which messages are sent automatically and which need approval.
• Read a mailbox and classify repliesAgents classify incoming messages, extract key information and process attachments and bounces.Limit: For the mailboxes you explicitly connect for this purpose.
• Prepare replies – send certain replies automaticallyAgents prepare replies in ongoing conversations. Clearly defined standard cases are answered automatically.Limit: Individual replies go out only once a person has approved them.
• Support follow-ups and remindersScheduled next steps and reminders keep opportunities from going cold.Limit: Automatic reminders are enabled deliberately within the process.
• Make scopes of action, approvals and states traceableFor every role and action it is defined whether an agent prepares, recommends, executes with approval or acts autonomously within limits. Approvals and states remain traceable.Limit: The principle by which we design every engagement. It does not replace certification or legal review.

Which capabilities are used in your engagement, and which connections they require, is defined per engagement. Not every integration exists yet.

Accountability and fees

Goals and mandate come from you, as leadership; AI-first coaching in phase 0 creates clarity for this. REVAGO designs, builds, integrates and runs the system. During ongoing operation: you pay for results – not for activity.

Next use case: Repeat Business · All use cases at a glance