Your A-list clients haven't heard
from you in two months.
Snappy monitors every client relationship, flags anyone overdue for a touchpoint, and drafts the right message - so you stay top of mind with your best clients without managing a spreadsheet.
No tech skills needed - Set up in minutes - Cancel anytime
The real problem
Most of what you lose, you lose after the first call.
A call goes to voicemail. A form sits overnight. The person who was ready to hire calls whoever answered. Snappy answers first every time, so you keep the clients you already earned.
Where the time goes:
- A client with $800k under management got rattled during a market dip and moved assets elsewhere because no one called them
- You have 90 client relationships but can only actively nurture about 20 at any given time
- A CPA who was your best referral source two years ago has gone quiet and you're not sure how to re-engage without it feeling awkward
- A prospect met you at an event, was genuinely interested, and you followed up once - then it faded
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Relationship gap monitoring
Snappy tracks every client relationship and surfaces anyone who hasn't heard from you in 30+ days, along with a suggested reason to reach out.
Market moment outreach
When markets move significantly, Snappy drafts a reassuring, personalized message for relevant clients and queues it for your approval.
Annual review scheduling
Snappy proactively schedules annual reviews 6 weeks in advance so they happen every year - not when clients push you.
CPA and estate attorney nurturing
Your referral relationships with CPAs and attorneys get a monthly touchpoint from Snappy - value-adding, never salesy.
Prospect follow-up sequences
After every discovery meeting, Snappy follows up at day 3, day 14, and day 30 until the prospect becomes a client or clearly says no.
Life event recognition
Snappy surfaces birthdays, anniversaries, and major life events so you can reach out with genuine care - not just quarterly.
The clients are already reaching out. Snappy makes sure none slip.
It answers fast, follows up on every open thread, and tells you who needs attention today - so you can focus on the work only you can do.
Meet Your SnappySeconds
to first reply
Nothing
slips the cracks
Day one
no setup
Cancel
anytime
Start with an assistant. Grow into a team.
Start self-serve with your Personal Assistant, upgrade to a Chief of Staff we build for you, or have us run a full AI Team.
Chief of Staff
One-time setup fee
We set it up for you.
Set up my Chief of StaffAI Team
Built and run for you
We run it for you.
7-day money-back guarantee · Cancel anytime
Every plan includes AI usage built in - just start chatting. Need more? Add Extra AI Usage anytime, or bring your own key from OpenRouter, OpenAI, Anthropic, Google & 30+ more and set your own budget.
Stop letting good clients slip away.
No tech skills needed. Set up in minutes. Snappy handles the follow-up while you focus on the work.
Not sure how Snappy compares to ChatGPT or Claude?