Client Service
Excellence
Kaizan is the AI platform for client service professionals. Where AI Helpers work 24/7 so your team increases the ROI and Revenue across all your clients.
Product tour
AI Assistant & Agents for elite client service
LIVE · ACME CREATIVE
app.kaizan.ai / dashboard / my-clients
DEMO · fictional data
Client
Tier
Comms
CARE
AI Actions
AC
Acme Creative
Annual
32
7.6
+0.4
18
✓ 12
⏳ 6
N
Northwind
Gold
14
6.2
−0.3
9
✓ 6
⏳ 3
SI
Stark Industries
Annual
28
8.1
+0.5
15
✓ 14
⏳ 1
H
Hooli
Annual
21
7.4
+1.0
11
✓ 8
⏳ 3
WM
Wayne Media
Independent
7
5.9
flat
4
✓ 4
⏳ 0
PP
Pied Piper
Bronze
18
7.0
+0.2
8
✓ 5
⏳ 3
app.kaizan.ai / clients / acme-creative / helpers
DEMO · fictional data
Reply drafter
Drafted QBR follow-up to Sarah — adds three outcomes from yesterday's call.
Risk watcher
Mike has been quiet 21 days. Re-intro draft ready, CC'd James.
Expansion scout
"Do you do analytics?" — picked up on Tue's call. Scoped pitch ready.
QBR builder
Friday deck compiled from 12 meetings. Awaiting your review.
app.kaizan.ai / clients / acme-creative / care
DEMO · fictional data
app.kaizan.ai / clients / acme-creative / chatbot
DEMO · fictional data
What's the renewal risk on Acme?
Two flags worth a look this week:
• Mike (procurement) hasn’t replied in 21 days — usually 3.
• Sentiment dipped 0.4 after the May 6 review.
Otherwise activity and expansion signals stay healthy.
Email · 21d ago May 6 review CARE A · 7.2
Draft a re-intro to Mike.
Drafted — tone matches your last 8 emails to procurement.
Included the analytics add-on context from Tuesday’s call.
Tue call · 14:30 Email pattern · 90d
Ask about this client…
↗
Recent key moments Renewal risk Coverage gaps Expansion ideas
The CARE framework · the source of truth for your client relationships
AI Helpers working 24/7 to grow every client relationship.
C
Client satisfaction
Sentiment on every stakeholder and thread. Not RAG guesses — evidence pulled from the source conversations.
A
Activity with stakeholders
Every meeting, email and call summarised against the people who matter; CRM kept honest automatically.
R
Relationship strength
Coverage gaps, dormant contacts, single-threaded risk and warm re-intros — handled before you ask.
E
Expansion opportunities
Upsell and cross-sell signals surfaced the moment a client raises them — not next quarter.
Measured
21%+
average revenue growth per client across the full client portfolio.
Kaizan provides a view of the real-time sentiment and service levels across our clients.
Our clients expect us to innovate, and they’ve been excited about our use of Kaizan.
