Daniella's Customer Brain

bettermove

4 min read

Bettermove

Account Summary

Bettermove is a UK property sales company (PropTech) using OneAI AI voice agents to contact homeowners and qualify interest in quick cash property offers. They run two distinct agents: a web-form agent that calls new inbound leads in real time, and a backlog agent that works through older lead lists. The account has grown meaningfully — their call center expanded from 4–5 agents to approximately 8 agents. Integration work has been heavy, involving two third-party technology partners (Provalis and CodingStudio) and a CRM/dialler platform (FLG).

Use Case

Two parallel AI voice agents:

  1. Web-form agent — calls new inbound leads in real time as homeowners submit interest forms, qualifying them on whether they want a quick cash offer for their property
  2. Backlog agent — calls older leads from historical lists to re-qualify interest and surface late-converting prospects

Qualified leads are handed off to Bettermove’s expanded human call center team for follow-up and offer.

Relationship Health

🟡 Needs Attention — Account is live with strong results (call center doubled) but last meeting was March 23 (71 days ago); FLG integration follow-up and regular cadence not yet re-established.

Key Contacts

  • Bettermove: primary business contacts (names not documented)
  • Provalis (provalis.co.uk): technical integration partner — involved in multiple Feb 2026 tech sessions
  • CodingStudio (codingstudio.net): second technical partner — also involved in Feb 2026 integration meetings

What’s Working

  • Two-agent model is live and operational — real-time web-form agent and backlog agent both running
  • Business impact is visible: call center headcount nearly doubled from 4–5 to ~8 agents, suggesting the AI pipeline is generating enough qualified volume to justify expansion
  • Strong technical partner ecosystem (Provalis + CodingStudio) has enabled complex integrations
  • FLG CRM/dialler integration is in progress, which will tighten the handoff between the AI agent and human reps

Open Challenges

  • Four tech integration meetings in February alone suggests the FLG and partner integrations have been technically complex and potentially drawn out
  • No meetings recorded since March 23, 2026 — the gap to today (June 2026) is ~10 weeks; could indicate integration work concluded and a new cadence is being set, or that momentum has dipped
  • Multiple domains and partners (Provalis, CodingStudio) create coordination overhead that Daniella needs to manage across stakeholders
  • No performance metrics (qualification rate, lead-to-offer conversion, cost per qualified lead) are documented

Open Action Items

  • Follow up on FLG integration: confirm whether the CRM/dialler connection from the March 23 meeting is complete and live
  • Establish a regular post-integration check-in cadence — the account has been quiet since March
  • Capture performance metrics for both agents (web-form and backlog) to document ROI
  • Document named contacts at Bettermove, Provalis, and CodingStudio

Recent Meeting Highlights

  • 2026-03-23 — FLG Integration: Focus on connecting the AI agent output to Bettermove’s FLG CRM/dialler platform — a key step for seamless handoff to the human call team
  • 2026-02-09 through 2026-02-24 — Tech Integration (x4): Intensive four-meeting integration sprint with Provalis and CodingStudio; suggests a complex technical dependency that required iteration
  • 2026-01-15 — 2025 Report: End-of-year review meeting — a good sign that the customer is engaged enough to review annual performance with OneAI
  • 2025-10-29 — Catch Up: Early operational catch-up, predating the heavy tech integration phase

Prep Tips for Next Meeting

  • Open with the FLG integration status — confirm it is fully live and working end-to-end before moving on
  • Review the ~10-week gap since March: ask whether the post-integration period has been stable or whether issues have emerged
  • Bring performance data for both agents side by side: new inbound web-form leads vs. backlog re-qualification — ask which is delivering better ROI
  • Acknowledge the call center growth (4–5 to ~8 agents) as a customer win and tie it to the agent’s contribution
  • Explore whether the expanded call center creates demand for higher agent volume or new lead sources
  • Confirm the right meeting cadence going forward now that integration work appears largely complete

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