Clients / Prime Asset Source
Prime Asset Source
Real Estate / Construction
5.0 The LoopRetainer
₹28k/mo
Project Fee
₹120k
Runs / mo
24
Engagement Summary
Milestone-triggered demand letters and AR tracking. 100% team adoption. Zero missed renewals since deploy.
Phase Timeline
1.0 Embed
Kick-off and Tally access granted
2025-10-01
2.0 Audit
Ops audit complete — 4 automatable workflows identified
2025-10-14
3.0 Build
Demand letter + AR report agents built and tested
2025-11-01
4.0 Deploy
Deployed to full team, onboarding done
2025-11-22
5.0 The Loop
Retainer active. Q1 expansion: overdue escalation added
2025-12-01
Automations
3 liveMilestone Demand Letter
Generates and dispatches WhatsApp demand letters when a construction milestone is marked complete in Tally.
Outstanding AR Report
Daily 8am summary of outstanding receivables by project, synced from Tally, sent via WhatsApp to Rakesh.
Overdue Escalation
Flags invoices overdue by 30+ days and drafts escalation notice for review.
Contact
Rakesh Mehta
rakesh@primeasset.in
Details
Start Date
2025-10-01
Next Check-in
2026-06-15
Vertical
Real Estate / Construction
Five-Phase Progress
1.0 Embed
2.0 Audit
3.0 Build
4.0 Deploy
5.0 The Loop