UBS Mailing

Account Summary

UBS Mailing is a direct mail and marketing company that onboarded with OneAI in January 2026 and went live approximately mid-February 2026 after a methodical six-week ramp involving technical integration, agent optimization, and three pre-go-live checkpoints. Post-launch the account has settled into a consistent monthly touch-base cadence. The relationship is active and healthy for its age.

Use Case

The AI voice agent qualifies prospects or respondents tied to direct mail campaigns — likely calling leads generated by outgoing mailers to assess interest, gather key qualification data, and route warm contacts to a human sales rep or fulfillment team.

Relationship Health

🟡 Needs Attention — Account went live successfully but last check-in was March 24 (70+ days ago); no meeting since to confirm agent performance or capture contact names/roles.

Key Contacts

• 3 contacts from ubsmailing.com (names and roles not yet documented — confirm at next meeting)

What’s Working

• Onboarding velocity: moved from kickoff to go-live in ~6 weeks with structured milestones
• Technical integration completed cleanly — the January tech and optimization sessions resolved issues before launch rather than after
• Script and agent tuning done pre-launch means the live agent started in a refined state rather than raw
• Monthly cadence post-live suggests the customer is engaged and not going dark

Open Challenges

• Performance data from post-live period (mid-Feb onward) has not been captured in these notes — unclear whether the agent is hitting qualification targets
• Only 3 contacts on file and none are named — thin stakeholder documentation for a 10-meeting account
• KPIs and success definition are not documented (contact rate, qualification rate, handoff volume, cost per qualified lead)

Open Action Items

• Document names and roles for all 3 UBS Mailing contacts
• Pull live call performance data covering mid-Feb through end of March
• Establish and record what KPIs UBS Mailing uses to measure agent success
• Confirm whether any script or integration changes were made post-go-live

Recent Meeting Highlights

• 2026-03-24 — Touch Base: Regular monthly check-in; second post-live sync, no issues flagged in the record
• 2026-03-10 — Touch Base: First full monthly check-in after go-live; cadence is holding
• 2026-02-16 — Pre Go Live Touch Base: Final pre-launch preparation — the fact that three pre-go-live meetings happened in Feb signals the customer was thorough and deliberate about launch readiness

Prep Tips for Next Meeting

• Lead with data: pull call volume, contact rate, and qualified-lead handoff numbers since mid-February — this will be the first meaningful performance review (~6 weeks of live data)
• Ask directly whether lead quality from the agent matches expectations vs. their prior manual or human-dialer process
• Get names and titles for all 3 contacts so Daniella has named relationships on record
• Probe for expansion: are there other mailer campaigns or lead lists the agent could work beyond the initial use case?
• Confirm whether any agent or script changes are needed based on early live experience