Vet Wellness Plan Renewer
Renews lapsing wellness plans 30 days out with breed-specific upsell. Replaces ezyVet add-on $200/mo.
The problem
Wellness plans (Banfield-style) churn at 22-30% annually. ezyVet and Cornerstone modules charge $200+/mo but still rely on a manual 'expiring this month' report that the front desk works only when slow.
What changes
Agent monitors wellness plan expirations 60/30/14 days out, emails owner with plan upgrade options based on pet age + breed risks, renewal completed via Stripe link with new auto-pay enrolled.
A day in the life
What this agent actually does.
- 1
60-day mark: emails 'plan renewing in 60 days, here's what's covered next year'
- 2
30-day: SMS with one-tap renewal + upgrade option (Senior plan for 8yr+ dogs)
- 3
Day of expiry: silent? agent escalates to front desk call task with talking points
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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