StellCap · Client reporting
We're looking at whether the client reports StellCap sends out can be generated automatically — same numbers, each client's own format, a fraction of the time. Your answers tell us what to build. Nothing here needs to be exact; best guesses are perfect.
Your answers are saved on this device as you type, so you can come back and finish later. Nothing is submitted anywhere — when you're done, one button turns it into a message you email or WhatsApp to Juan yourself.
So we know who to follow up with.
Tick everything StellCap sends to clients, even the informal ones.
This decides how much of the process we can automate.
Rough numbers are fine — this tells us how big the time saving is.
This is the heart of it — the "different formats for different clients" part.
The single most useful thing: email 2–3 recent reports that went to
different clients to juan@teleconnectmarketing.co.za. Please blank out or
replace client names and account numbers first — we only need to see the layout
and which figures appear where.
This gathers everything above into one message. Copy it into WhatsApp, or use the email button.