Playbook · Finance & Professional Services
Sample: Clare, a sole trader at tax time.
Hi, I'm Ari, from Arino One. This is a sample playbook for accountants and bookkeepers.
Sound familiar? Deadlines creep up on clients. Documents arrive late, or not at all. And the phone rings when you're deep in the numbers.
Meet Clare. She calls in a panic about her tax return. Your AI receptionist answers, and offers to book a meeting on WhatsApp.
A dynamic flow shows your free appointments. She picks one. A standard flow runs through your checklist, so you know which documents she has.
Her deadline reminder isn't read on WhatsApp, so it follows up by SMS, or RCS. And an email arrives with the full checklist.
Want more new clients? Share a landing page with a consent form, and reply to every enquiry on WhatsApp within minutes.
When her return is filed, Clare gets a payment request for your fee. She pays by card, and her receipt arrives automatically.
And whenever a client wants a person, your team steps in, with the whole conversation in front of them.
That's Arino One: your own number, your own brand, and your clients' data under your control. Talk to Ari, to see it for your practice.
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