ZANUS AI FOR PROFESSIONAL SERVICES — CLIENT OUTREACH

The firm they think of first.

Past-client reactivation, thought-leadership notes to opted-in contacts, engagement-anniversary check-ins, event invitations — drafted by the AI from your own records, in your firm’s voice, queued for approval. The BD discipline every firm intends to have, finally on schedule.

Get started

Private tenant or your own server · unlimited users · engagement-confidentiality-conscious architecture

AI marketing module drafting client outreach campaigns

Campaigns and sequences drafted from the records — reactivations, check-ins, invitations — awaiting approval.

What it does

Audiences from your own records

Clients-not-engaged-in-18-months, sector-by-sector, past-attendees-of-your-roundtables: audiences built from your own client categories — no exported lists, no third-party tool.

The firm’s voice, kept

A check-in to a former client reads like the partner wrote it — because it drafts from the engagement history and your approved firm language, then waits for that partner’s edit.

Consent, respected automatically

Opt-outs and contact preferences are enforced by the system, not by memory. Every send is on the record.

From the client records to the campaign, without export

The audience, the content and the sending live in the same system as your client records — nothing leaves your tenant to reach a mailing platform. “Invite every manufacturing client from the last five years to the supply-chain briefing” becomes a drafted, scheduled sequence in minutes.

Audiences from your own client data — private by architecture
Campaigns and sequences drafted for review
Lapsed clients surfaced and re-approached by criteria

AI marketing automation drafting firm outreach

Outreach drafts awaiting partner approval

Approval first, always

Every outbound client communication lands in the approval queue unless you designate the category as auto-send. Nothing reaches a client — or a client’s inbox two weeks after a difficult engagement — without a human deciding it should.

Approval workflow per communication type
Full history of what was sent to which contact
Results tracked: replies, meetings booked, re-engagements

Professional-services software is priced per consultant per month, with AI gated to enterprise tiers — tooling costs scale with the very head-count the firm bills by, and new business still hits voicemail while everyone is billable. Zanus AI: the new-business front office AND the engagement back office, unlimited users, flat price — in your private tenant or on a server your firm owns.

Questions, answered

Can partners approve their own clients’ outreach?

Yes — approval routing follows your rules: by client owner, practice group or communication type, with the full draft and history in front of the approver.

Does it respect client-relationship sensitivities?

The drafts draw on the engagement history in your records, and nothing sends without approval — the relationship judgment stays with the partner who holds it.

The firm they think of first.

What it does

From the client records to the campaign, without export

Approval first, always

Questions, answered

See it working on YOUR firm — the demo IS the product.