The signature that decides the deal.
A debt reconciliation firm kept losing customers it had already won, over an unsigned debit order mandate and a same-day deadline. This agent reaches every customer before that deadline and walks them through signing, one by one, at any volume.
The problem
The firm converts customers at high volume, but each one has until the end of the day to sign a debit order mandate, or the product they just signed up for is cancelled. A converted customer and a lost one were separated by a single form and a few hours.
Staff simply couldn't reach everyone in time. Many customers also didn't know how to complete the mandate and gave up. Real revenue was lapsing on the last step, after all the hard work of winning the deal was already done.
The system
Flairr built an AI agent that follows up with every customer who hasn't completed their mandate, well before the deadline. It reminds them, explains what's needed, and walks anyone who's stuck through the process step by step, the same patient hand-holding a staff member would give, except it can do it for all of them at once.
Nobody falls through because the team ran out of hours. The agent covers the whole list, every day, and only the genuine exceptions reach a person.
Why it sticks
The mandate is where converted customers were quietly leaking away. Closing that gap doesn't just save hours, it protects revenue the firm had already earned, which is why the return lands at 350%.
- Industry
- Debt reconciliation
- Engagement
- Custom build
- Timeline
- Live in production
- Works inside
- Customer messaging, mandate workflow
- Services
- AI Agent · Operational AI System
From converted to confirmed.
Spot
The agent watches for customers who've converted but haven't yet completed their debit order mandate.
Reach
Each one is contacted before the same-day deadline, early enough to actually do something about it.
Guide
If they don't know how to sign, the agent walks them through the whole process in plain language.
Confirm
The mandate gets completed and the product stays active, with no staff time spent chasing it down.
What the client got back.
Return on the build, measured against the mandates it saved and the hours it replaced.
Of manual follow-up gone every week, freeing the team for work that needs a human.
More mandates completed, so far fewer hard-won customers lapse on the final step.