Onboard, deliver and keep every client
Onboarding, delivery, check-ins and renewals for every client in one place. The cheapest revenue is the client you already have.
Try asking it to create an automation or pause the outbound engine.
Part of Promptwise OS. Take it on its own, or with the rest of the Success area.
At a glance
Client hub is a module of Promptwise OS, the AI operating system Promptwise AI runs its own business on. Onboarding, delivery, check-ins and renewals for every client in one place.
What it does
- Every client with their project, stage, health and next step
- Onboarding and delivery steps tracked, with what is at risk flagged
- Check-ins, results and renewals on a post-sale funnel
- Automations for the routine updates clients expect
Why it matters
The cheapest revenue is the client you already have.
What it replaces
Separate project and customer success tools
Why not just do this yourself?
You could track clients in a spreadsheet. It works until you have more than a handful, and then renewals start slipping.
Why Promptwise AI?
We built it and run it on our own business first, so you get a module that already works, not an experiment. Adam Agresta scopes and builds it himself, around how you sell, and stays on as long as you want.
Works with the rest of Promptwise OS
Live funnel view
Every channel from first view to signed client, with what is live, partly built and not built yet.
Content engine
A content calendar with approvals, video editing and posting across every channel.
Emails in your voice
Welcome and nurture emails that sound like you, with consent and unsubscribes built in.
All of Promptwise OS
Thirteen modules across Marketing, Sales, Success, Operations and Ask Promptwise, all running in the live demo.
Frequently asked questions
Can clients see it?
The client hub is for your team. Clients can get their own private project page with the parts you choose to share.
Can I have just the client hub?
Yes. Every Promptwise OS module works on its own, built into the tools you already use. You can add other modules or a whole area later.
How much does it cost?
It is quoted at A$250 an hour ex GST, and scoped in writing before any work starts, so you know the cost upfront. Three qualifying founders get their first module built free (up to 4 hours, conditions apply).
How long does it take to build?
It depends on your tools and how much of the module you need. We agree the scope and the hours in writing before we start, and smaller modules can be live within days.
Can I see it working first?
Yes. The Client hub is running in the live demo at demo.promptwise.com.au, on sample data. No sign-up needed.
Want the client hub in your business?
Click around it in the demo, then book a free 30-minute chat. We will scope it in writing before any work starts.
Try asking it to create an automation or pause the outbound engine.