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.
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

FOR THE OWNER DOING THE WORK AND THE ADMIN.
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.
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.
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.
THREE USEFUL HABITS TO START WITH
A practical starting point for trades, property services, cleaning businesses, consultants and other owners who move between customers.
Ask for the notes and details saved in your CRM. Arrive with the last conversation in mind, without hunting through records.
Draft a useful, personal follow-up from the context you provide. Check the details and choose what to send.
Add a note to the right customer record while the detail is fresh. Your CRM stays useful because you actually update it.
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.
A WORKING START, WITH STEPHEN
Choose three useful tasks. Check the data they need. Practise doing them yourself. That is the purpose of the setup.
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.
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.
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.
GORAVEN MANAGED WHATSAPP STARTER
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.
£149/month
Plus £299 one-off setup · No VAT added
£448 for setup and your first month.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
PRACTICAL GUIDES
Useful advice for keeping customer records and following up quotes.
Three message templates, when to use them and what to record.
Read the guide ↗CHOOSE THE RIGHT TOOLWhat each does, where your records live and what to check in a demo.
Read the guide ↗LET’S MAKE IT REAL
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.
See a real workflow with Stephen, check your current tools and get a clear scope. No card details needed to book.
Opens Stephen’s booking calendar. Choose a time that suits you.
Questions first? Message us on WhatsApp ↗Or email [email protected]