Digital Employee
Jessica
Follow-Up Digital Employee | End-to-End Client Engagement
Jessica is a polished, highly technical concierge with CRM expertise who guides customers before, during, and after their experience with your business. Once the initial experience is complete, she always checks in, gathers feedback, and ensures no client is ever forgotten. From the moment they come on board, she makes sure they have everything they need—handling intake, answering questions, measuring CSAT, and follow-up.
Jessica believes the key to success is keeping businesses and customers connected past the first sale. She builds continual relationships that last well beyond the first interaction.
Onboarding clients in is just the beginning—following up and checking in is how you build relationships that last.
Jessica’s Top Skills
- Seamless Onboarding & Intake
Guides clients through paperwork, data entry, and first interactions. - Customer Satisfaction & CSAT Optimization
Measures, tracks, and analyzes customer sentiment to improve engagement and retention. - Digital Form Presentation & Retrieval
Automates intake form distribution and processing.
- Personalized Follow-Ups
Keeps clients engaged post-sale or post-treatment. - Reputation Management
Collects insights to enhance reputation and retention. - CRM & Case File Integration
Ensures efficient tracking and customer lifecycle management.