Introduction

We recently caught up with Sujata De Souza, a WFG financial services pro who’s passionate about helping her clients build stronger financial futures. Sujata doesn’t just focus on her clients’ finances—she also helps people enter the financial advising field and get licensed. Her journey with thinkrr.ai is one of those stories that gets us excited because it shows what’s possible when you combine a little tech with a lot of care.

The Problem: Keeping in Touch with Clients Was a Struggle

When Sujata first came to us, she was facing a pretty common challenge: staying connected with her clients. In her line of work, clients can "roll up" to your portfolio if their previous rep leaves, but here’s the catch—there wasn’t an easy way for her to know who these clients were or when they’d been added to her list.

“I wouldn’t call them, I wouldn’t email them, I wouldn’t even have a way of knowing these clients had been moved up to me,” she told us.

Her old CRM wasn’t cutting it. It did the basics like reminding her of birthdays, but it wasn’t helping her stay engaged or grow her business. She knew she needed something smarter, something that could actually make a difference.

The Solution: Bringing AI into the Mix

When Sujata started using thinkrr.ai, things changed fast. Our AI-driven CRM took a lot of the manual work off her plate, helping her keep in touch with clients without feeling overwhelmed. And the best part? It was easy to set up.

“The team was amazing. They held my hand through the process of implementing and understanding AI tools. The support was phenomenal,” she shared.

We worked with Sujata to:

• Set up automated email scheduling so her clients were always in the loop

• Use AVA, our advanced Voice AI calling platform, to make calls and book appointments

• Streamline her tasks with dashboards and goal-setting tools

These tools made sure every client felt taken care of, even when Sujata was busy with other things (or enjoying some well-deserved downtime).

The Results: More Engagement, More Referrals, and More Business

The results speak for themselves. Since using thinkrr.ai, Sujata has seen a big boost in client engagement:

• Old leads reactivated: Clients from way back in 2020 started reaching out after getting her automated nurture emails.

• Referrals and up-sells: Her consistent communication led to more referrals and additional services being booked and purchased.

• Cost savings: Sujata’s been able to save around $2,000 a month by cutting down on staffing costs—because AI is doing the heavy lifting now.

One of her favorite stories? A client who was hesitant to stay on the phone with her outbound AI agent but ended up booking an appointment because, as they put it, “The AI just wouldn’t let me go.” Now, they’ve built a great relationship with Sujata.

And then there was that moment that really stood out to her:

“The ‘aha’ moment was when I closed $50,000 in business in one month. Appointments were being booked, and it all happened effortlessly. That’s when I realized the power of the tools.”

Why Embracing AI is a Game-Changer

Sujata gets it, AI isn’t just a trend; it’s the future. And she’s all in.

“AI is here. We have to embrace it. The sooner we let our clients experience it, the sooner we stay on top,” she told us.

For her, thinkrr.ai isn’t just a tool; it’s been a total game-changer. It’s helped her stay organized, reduce stress, and focus on what really matters: building meaningful relationships with her clients.

“Stress comes when you don’t know what to do or where to focus. When you have AI assigning tasks and presenting goals and dashboards, it makes a huge difference,” she said.

What’s Next for You?

We loved hearing Sujata’s story, and we’re excited to see where she goes from here. Her experience shows what’s possible when you combine great tech with a willingness to try something new.

“If you’re considering thinkrr.ai, stop thinking and just do it. You have nothing to lose and everything to gain. The age of AI is here, and it’s time to stay ahead of the curve,” she said.

Ready to see what thinkrr.ai can do for your business? Let’s chat. We’d love to help you take your client engagement—and your results—to the next level. Let’s make it happen!

Are You Ready to Get Results Like Sujata?

Step 1: Try our demo for free, experience Thinkrr for yourself!
Step 2: Get access to our FREE onboarding AI into your business video series.
Step 3: Implement Thinkrr to call all your leads, your clients or colleagues leads & allow your business to get the edge it needs to work less & optimize your leads & new found sales!