TermDX Studio

BACKGROUND

Please describe your company and position.

I am the project lead of a CA and auditing firm.
Describe what your company does in a single sentence.

We offer CA services and audits

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TermDX Studio to accomplish?

• to automate sending/replying to mails of our clients

SOLUTION

How did you find TermDX Studio?

Referral

Why did you select TermDX Studio over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned
• seemed nice and turned out to be nice too

How many teammates from TermDX Studio were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Basically our ask was to have a custom end to end working AI agent that sits in our inbox and reply the clients and mail follow-ups.
Also update our clients about the progress

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

we were able to send follow-ups about 800% more than we were sending before.
we longer have to manually update the progress to our clients.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were On Point and they did fit with our timeline effortlessly

What was your primary form of communication with TermDX Studio?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are so cool. I mean they only need to hear our requirements and they work really fast

Are there any areas for improvement or something TermDX Studio could have done differently?

Not really