Teams bot for account managers to revive quiet clients
Deployed in Microsoft Teams, connected to the client account data source and able to identify quiet clients, generate or send re-engagement prompts and log outcomes autonomously.
7BE independently verifies the result against the contract below. Payment is released only if it is met.
Verification
Primary metric
Quiet-client re-engagement rate
+20%
Secondary metric
Outreach completion rate
≥ 85%
Guardrails
No discounts beyond approved policy.
Baseline
Established by 7BE at kickoff — no current metrics required from the client.
Payment
In escrow
Full budget secured upfront
40% released
Agent deployed & working
60% released
Metrics verified by 7BE
One free re-test if a metric misses. Any unmet portion is refunded or independently re-scored should either party dispute the result.
Deliverables
Microsoft Teams retention bot for account managers
Quiet-client detection and prioritization logic
Re-engagement message and follow-up workflow
Admin reporting and activity log view
Technical approach
Microsoft Teams bot frameworkCRM and messaging integrationsLLM-driven outreach and summarization