FOR OWNERS HANDLING CLIENTS AND FOLLOW-UPS

Stay on top
of clients.
From WhatsApp.

Client details to find. Follow-ups to prepare. Next steps to remember. Work with your GoRaven CRM through WhatsApp, with personal setup and a monthly workflow review with Stephen.

Managed CRM + assistant · £149/month + £299 setup · No VAT added

Three tasks tested with youMonthly subscription
Two illustrative WhatsApp conversations: checking Sarah’s meeting notes and preparing reminders for £740 in overdue invoices.
ILLUSTRATIVE EXAMPLES · CONNECTED RECORDS REQUIRED

FOR THE OWNER DOING THE WORK AND THE ADMIN.

Good work deserves
a proper follow-up.

A quote waiting for a reply. A client detail stuck in your head. Tomorrow’s appointment to prepare for. GoRaven helps you pick up these loose ends between jobs, using the customer records you keep in your CRM.

LESS SEARCHING. MORE SORTED.

Your everyday admin.
A simpler way to do it.

Pick a task to see how a WhatsApp CRM assistant can help. These are example conversations, not a live bot. We check the same tasks against your setup in the demo.

G
GoRaven assistantIllustrative conversation
WhatsApp
What do I need to know before my meeting with Sarah Wilson?
Sarah Wilson · Tomorrow, 10am

Interested in the monthly support package. Quote sent last Tuesday.

Wants to discuss the start date and what’s included. Her notes say she’d prefer a monthly payment.

Example client details. Available actions depend on your connected data and setup.

THREE USEFUL HABITS TO START WITH

Remember the detail.
Know the next step.

A practical starting point for trades, property services, cleaning businesses, consultants and other owners who move between customers.

01 / BEFORE THE APPOINTMENT

Get the client context.

Ask for the notes and details saved in your CRM. Arrive with the last conversation in mind, without hunting through records.

“What should I know before I meet Sarah?”
02 / AFTER THE QUOTE

Have a follow-up ready.

Draft a useful, personal follow-up from the context you provide. Check the details and choose what to send.

“Draft a follow-up for Oakfield’s quote.”
03 / WHILE IT’S STILL FRESH

Save the next step.

Add a note to the right customer record while the detail is fresh. Your CRM stays useful because you actually update it.

“Add a note: Sarah wants to start next month.”
PERSONAL HELP EACH MONTH

Keep the workflow useful.

A 20-minute monthly review with Stephen covers up to five live client items. Review the next actions and resolve a sticking point, with ten minutes of setup help also included each month.

You maintain the records and review and send customer messages.

A WORKING START, WITH STEPHEN

You bring the business.
We set up the essentials.

Choose three useful tasks. Check the data they need. Practise doing them yourself. That is the purpose of the setup.

01 / CHECK THE FIT

See your workflow first.

Bring one admin headache and the names of your current tools. We demonstrate what works, explain your included US$25 monthly AI allowance and confirm the scope before payment.

02 / GET ORGANISED

Connect the essentials.

One business account, one owner’s WhatsApp connection, one enquiry pipeline and up to 500 contacts from one clean spreadsheet. Extra migration work is quoted first.

03 / MAKE IT A HABIT

Use it with confidence.

A 60-minute walkthrough, three agreed tasks tested with your records, and a 20-minute check-in during your first month to resolve the sticking points.

Best fit: you have recurring client admin and follow-ups, still handle them yourself, and want help keeping your records useful. The fit depends on your workflow, across industries. If you only have a few items to track or your current system already works well, a simpler option may be enough.

GORAVEN MANAGED WHATSAPP STARTER

The tools.
The setup.
A useful routine.

For the service business owner who wants an organised CRM and personal help using an AI assistant through WhatsApp.

This managed package adds a defined WhatsApp setup, three tested tasks, training, a first-month setup check-in and a monthly workflow review to the software.

Already a GoRaven customer?
Ask for an upgrade quote based on your current plan.

CRM + WhatsApp AI assistantPERSONALLY SET UP

£149/month

Plus £299 one-off setup · No VAT added

£448 for setup and your first month.


  • One business account and owner’s WhatsApp connection
  • Customer records and one enquiry pipeline
  • US$25 of Ask AI usage each calendar month
  • Import up to 500 contacts from one clean spreadsheet
  • Three agreed tasks tested with your records
  • 60-minute walkthrough + 20-minute first-month check-in
  • 20-minute monthly workflow review + 10 minutes of setup help
Book a free workflow review

Monthly subscription. Cancel before your next renewal. US$25 of metered Ask AI usage is included each calendar month, with no rollover. AI pauses at the limit; a £15 top-up adds US$10 until month-end. No automatic extra usage charges. Custom integrations, complex migrations, customer messaging, calls and extra work are quoted separately. No payment taken on this page.

STRAIGHT ANSWERS

What you need
to know.

What is a WhatsApp AI assistant for business?

It is an assistant you message through WhatsApp to work with your business records. GoRaven helps you look up client details, add notes and prepare follow-ups using your CRM and supported tools. You need the relevant records connected; it does not know everything about your business automatically.

Is this for me or for my customers?

This package is for you, the business owner. It helps with your admin. An AI receptionist or chatbot that answers customers, qualifies enquiries or takes bookings is a different service.

What makes this different from a basic CRM plan?

The managed package includes your WhatsApp connection, one pipeline, a simple contact import, three tested tasks, personal training and a first-month setup check-in. Each month includes a 20-minute workflow review of up to five live client items and ten minutes of setup help. Unused review/help time does not roll over. If you already pay GoRaven for some of these tools, we will quote the additional work and access you need.

Will it read my personal WhatsApp chats?

The connection lets you talk to your assistant. It does not automatically import your personal chat history. It works with information you provide and business records available through your account. Avoid sharing sensitive information that a task does not need.

Will it work with my current CRM or accounting software?

We check your tools before you pay. Standard setup covers GoRaven CRM and a clean spreadsheet import. Other systems, invoice lookups and custom connections need a separate compatibility check and may cost extra. Your accounting software remains the source of truth for invoices.

How much AI usage is included?

Your plan includes US$25 of Ask AI usage at the supplier’s metered rates each calendar month. It is measured in US dollars because that is how the AI platform records usage; your GoRaven subscription stays £149, billed in pounds. The allowance resets at the start of each calendar month, and unused usage does not roll over. You receive the full allowance when activated, even if you start partway through a month. Different tasks use different amounts, so it is a spending allowance rather than a fixed message count.

What happens when I use my AI allowance?

AI pauses until the next calendar-month reset. You can request an optional £15 top-up for another US$10 of metered usage; it expires at the end of that same month. We only add it with your agreement. There are no automatic top-ups or additional usage bills. The pause affects AI access, not your stored CRM records.

Can I cancel? Is VAT added?

The managed package is £149 per month plus £299 setup, with no VAT added. It renews monthly. Email [email protected] before the next renewal to stop future billing; access continues to the end of the paid month. Setup and the current paid period are normally non-refundable, subject to your rights and written agreement. Export the records you need before closing your account.

Will this save me money?

We check the value for your workflow before you buy. The first three months cost £746 including setup, with no VAT added and excluding optional extras. Compare that with useful time saved or additional profit after delivering the work, rather than the full value of a sale. No particular saving, lead volume or revenue result is promised.

Does the AI send messages or change records without me checking?

Review drafts, names, amounts and important actions before approving them. AI can make mistakes. The demo will show how confirmation works for your agreed tasks; any scheduled actions must be configured and reviewed separately.

LET’S MAKE IT REAL

Bring one task.
See it working.

Bring one recurring task and up to five relevant client items: quotes to follow up, notes to find or conversations to prepare for. Stephen will review the next steps, show the relevant workflow and check whether the package makes sense for your business.

£149/month + £299 setup · No VAT addedNo payment needed to ask for a demo.

Your free workflow review.

See a real workflow with Stephen, check your current tools and get a clear scope. No card details needed to book.

  • Review one recurring task and its next steps
  • Check your existing tools
  • Understand the setup and ongoing costs
Book a free workflow review

Opens Stephen’s booking calendar. Choose a time that suits you.

Questions first? Message us on WhatsApp ↗
£149 / month
+ £299 setup · No VAT
Free demo ↗