Agent library / Client meetings / Review scheduling
Review scheduling
PitCrew finds the households due for a review under your service model, drafts the invitation for each and reminds client service to call those who do not reply. Client service approves each message.
When it runsMonthly, or on the schedule you set
Who approvesClient service
Works withCRM, Outlook
How it works
4 steps. Nothing is written or sent until step 3.
- Finds who is dueUsing your service model and the last review date
- Drafts invitationsPersonal, with suggested times
- A person approvesClient service approvesEdits and sends
- Tracks repliesReminds the team to call those who don't answer
What it reads and what it produces
Reads
- Last review dates in the CRM
- Your service model
Produces
- A list of households due
- Invitation drafts
- Call reminders for no replies
Rules it follows
- Drafts, never sendsClient service sends.
- Follows your service modelReview frequency by client tier.
Questions firms ask
Last updated: October 2026
What about clients who don't use email?
It creates a call task instead of an email draft.
Will it change our CRM records without asking?
No. Every update is shown to a person first. Nothing is written until it is approved.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client meetings
Meeting prep briefBuilds a one to two page brief before each client meeting, with open items and missing documents.Meeting notes to CRM tasksTurns meeting notes into CRM tasks, record updates and a client follow-up email draft.Household facts from documentsAnswers questions about a household from its documents, with the page each answer came from.Conversation reviewReads meeting notes for promises made, complaints and topics compliance should see.
Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.