Check in with quiet customers before renewal

Each month it finds customers renewing in the next 90 days who have not replied in two months, has AIMEE read their recent signals, gives the account manager a task, and drafts a check-in email for approval.

  • 5 steps, monthly
  • You approve before anything is sent
Sample run illustrative data6 steps
  1. Starts on the 1st of each month at 8:00 AM. Free.
  2. If yes, it goes on to "Replied in the last 60 days?". If no, it stops for that person. Free. Checks never cost anything.
  3. If yes, it stops for that person. If no, it goes on to "Read the account's last 90 days". Free. Checks never cost anything.
  4. AIMEE researches the company or person and returns what she found. Uses what is in your plan.
  5. Creates a follow-up task for the right person. Uses what is in your plan.
  6. AIMEE writes the message and sends it only after the required approval. Free. Waits for your OK.
Ready for your OK.A short, personal message, sent after you approve it.Run it on mine
The payoff

What this unlocks

Each month it finds customers renewing in the next 90 days who have not replied in two months, has AIMEE read their recent signals, gives the account manager a task, and drafts a check-in email for approval.

Silent customers are the ones most likely to churn, and a check-in three months out leaves time to fix things.

  1. Trigger
  2. AIAIMEE
  3. OUOutreach
  4. AIAIMEE

A short, personal message, sent after you approve it.

  • A pipeline that updates itself, with the next step already set.

  • It runs on its own, on the 1st of each month at 8:00 AM.

  • Check-in emails wait for your approval.

API and MCP

Builders can integrate.

Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.

It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.

How it works

Step by step, in plain words

It starts on the 1st of each month at 8:00 AM, or run on customers you choose.

  1. 1
    IfRenewal date is 90

    Renewing in 90 days?

    If yes, it goes on to "Replied in the last 60 days?". If no, it stops for that person.

    Who moves on and who stops here.
  2. 2
    IfReplied

    Replied in the last 60 days?

    If yes, it stops for that person. If no, it goes on to "Read the account's last 90 days".

    Who moves on and who stops here.
  3. 3
    AIResearch a company or person

    Read the account's last 90 days

    AIMEE researches the company or person and returns what she found.

    A short, sourced answer about the company or person.
  4. 4
    OUCreate a task

    Task for the account manager

    Creates a follow-up task for the right person.

    A follow-up task for the right owner.
  5. 5
    AIWrite and send an email or LinkedIn note

    Check-in email from the account manager Waits for your OK

    AIMEE writes the message and sends it only after the required approval.

    A short, personal message, sent after you approve it.

Check-in emails wait for your approval.

Benefits

Why teams run it

  • Hours back every week

    All 5 steps run on their own, on the 1st of each month at 8:00 AM, so no one has to remember.

  • You stay in control

    Anything that goes out waits for your approval first, and you can change the rules any time.

  • No per-result charges

    It uses what is already in your plan, so a busy month costs the same.

  • Start it any way

    Run it on one person, a list, an audience or from your own agent, and get the results in place.

Make it yours

Start here, then make it yours

Partner data at our cost. No markup on any partner price.

  • Change any step Swap, add or remove any of its 5 steps on your canvas, or ask AIMEE to do it.
  • Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
  • Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
  • Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
  • And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
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6 nodes in this workflow

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Questions, answered

How far does the $50 of included usage go?

Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.

Why is there no free trial?

Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.

What happens when the $50 runs out?

Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.

Do you mark up data partners?

No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.

Can I run it on a list or from my own tools?

Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.

Run it on your market today.

Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.