The proposal isn't the hard part. The follow-up is.
Agencies lose deals and clients to silence, not to bad work — a proposal that never gets nudged, a project update that's a day late, a status nobody logged. Socieva builds the AI layer that keeps every client relationship moving without an account manager having to hold it all in their head.
The parts of the job that aren't actually the work.
- Remembering which proposals are still awaiting a reply
- Manually nudging clients who've gone quiet
- Logging project status across scattered tools
- Writing the same status-update email for every account
- Account owners finding out something's stalled too late
- Proposal status tracked automatically after it's sent
- Automatic, timed nudges on unanswered proposals
- Status logged in one place as it changes, not after the fact
- Personalized client updates sent on a schedule, not a memory
- The account owner alerted the moment something actually needs them
Proposal sent → automatic nudges → status logged → account owner alerted only when needed.
This is the shape of what we build, not a specific result from a specific client — Socieva doesn't publish client outcomes without their permission. Send us your actual client-management process and we'll map what this looks like for your agency specifically, for free.
We automate the reminders. We don't automate the account.
Tracking status, sending nudges, and logging updates is repetitive and rule-based — automate it. Understanding what a client actually needs, handling a sensitive conversation, and making the creative or strategic call — that stays with your team. The system's job is to make sure nothing slips through while they do it. If you want to see how we draw that line before proposing anything, start with how to map a workflow yourself.
Common questions.
Which tools can you plug into?
Your existing stack — CRM, email, project management, and communication tools. We map your actual stack during the audit and build connections to the tools you already use, so nothing needs to be migrated.
Will clients know an automation sent the message?
Messages follow tone rules and templates you approve before go-live, so they sound like your agency because they are built from your agency's voice. Anything outside approved rules gets escalated to a person instead of guessed at.
What does client follow-up automation cost?
The workflow audit is $499 and is credited in full against a build commissioned within 60 days. A single-workflow build typically runs $2,500–$6,000 depending on complexity, and care plans start at $500/month. See the full pricing breakdown.