> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/scaleconnect-docs/insights/client-dashboard/client-engagement.md). # Client Engagement ScaleConnect gives you tools to stay in front of your clients consistently — not with generic check-ins, but with genuine, data-driven value that keeps them engaged between transactions. This page covers the mechanics of engagement: the features, tools, and workflows that keep you connected with your clients. {% content-ref url="/pages/RgRRer3j3DMqqrZlSvgB" %} [Client Education](/scaleconnect-docs/insights/client-dashboard/client-education.md) {% endcontent-ref %} {% content-ref url="/pages/t2t2ZhGsbiGlXVgNdzoX" %} [Client Readiness](/scaleconnect-docs/insights/client-dashboard/client-readiness.md) {% endcontent-ref %} *** ## Why Engagement Matters Most brokers lose contact with their clients between settlement and the next refinance. That gap — sometimes three to five years — is where client relationships erode, competitors move in, and referrals dry up. The numbers tell a clear story: * Brokers who maintain regular touchpoints retain significantly more clients at refinance time * Engaged clients are more likely to refer friends and family * Clients who understand their portfolio position are easier to advise and faster to act ScaleConnect fills the gap between transactions. Instead of relying on a calendar reminder to call a client once a year, the platform creates a continuous loop of value — simulation data, AI-generated reviews, real-time portfolio access, and proactive outreach when it matters. {% hint style="info" %} Engagement isn't about sending more emails. It's about making every touchpoint genuinely useful. A personalised AI review based on a client's real data is more valuable than ten generic market updates. {% endhint %} *** ## AI Reviews as an Engagement Engine [AI Reviews](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/ai-reviews.md) are the primary mechanism for structured, recurring client engagement. Each review is a personalised portfolio analysis generated from the client's live simulation data — not a template, not a form letter. ### What a Review Covers Every AI review draws from the client's strategy in the [simulator](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/strategies.md) and includes: * **Portfolio performance** — current values, equity growth, LVR movement * **Key events** — recent or upcoming property events, loan milestones, rate changes * **Goal progress** — how the client is tracking against their targets * **Market context** — relevant trends for their property locations * **Recommendations** — AI-generated suggestions based on the data, which you can edit or supplement before sending ### Sending Reviews You can send reviews individually or in bulk: 1. **Individual** — Open a client's profile, navigate to AI Reviews, generate, review, add your personal recommendations, and send. 2. **Bulk** — From the dashboard, trigger reviews for a segment of your client base. Each review is still personalised to the individual client. Before sending, you always have the opportunity to add personal recommendations. This is where your expertise shines — the AI handles the data analysis, and you add the strategic advice. ### Building a Review Cadence Set a frequency that matches your client base and stick to it. Common cadences: | Frequency | Best For | | --------------- | -------------------------------------------------------------------- | | **Monthly** | Active investors with multiple properties or recent purchases | | **Quarterly** | Most clients — enough to stay relevant without overwhelming | | **Bi-annually** | Low-touch clients or those with stable, long-term holds | | **Annually** | Minimum — even low-activity clients should get at least one per year | Consistency is more important than frequency. A quarterly review that arrives like clockwork builds more trust than sporadic contact. *** ## Proactive Outreach Tools Beyond reviews and ScaleApp, ScaleConnect provides tools for trigger-based outreach — reaching clients at the moments that matter. ### Calendar Agent The [Calendar Agent](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/calendar-agent.md) monitors your client base for trigger events and automates the scheduling process: * Fixed rate expiry approaching → prompt a review meeting * Equity threshold reached → notify about refinance opportunity * Goal milestone hit → celebrate and discuss next steps * Market conditions change → flag clients in affected areas Instead of manually tracking rate expiries in a spreadsheet, the Calendar Agent watches for you and initiates contact at the right time. ### AI-Suggested Responses When clients message you through the platform, ScaleAI generates suggested replies based on the context of the conversation and the client's portfolio data. You're not starting from a blank text box — the AI gives you a relevant, informed starting point that you can edit and send. This means faster response times with contextually rich answers. The client feels heard, and you spend less time drafting. ### Structured Workflows [AI Workflows](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/ai-workflows.md) let you standardise your engagement cadence across your client base. Set up review schedules, trigger rules, and outreach sequences that run consistently — ensuring no client falls through the cracks. *** ## Next Steps * [Client Education](/scaleconnect-docs/insights/client-dashboard/client-education.md) — what your clients see and learn through ScaleApp * [Growing Client Engagement](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/growing-client-engagement.md) — best practices and playbook for engagement * [AI Reviews](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/ai-reviews.md) — generating and sending personalised portfolio reviews * [Calendar Agent](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/calendar-agent.md) — trigger-based scheduling and outreach * [AI Workflows](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/insights/ai-workflows.md) — standardising engagement cadence --- # Agent Instructions This documentation is published with GitBook. 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