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AI operations platform

The operating system for service businesses

Vistrial deploys an AI agent that monitors every client relationship, automates your fulfillment, and tells your team exactly what to do every morning.

Built for coaches, agencies, consultants, and online service companies.

app.vistrial.io/dashboard
Active Clients
24+3
Avg Health
78+5
At Risk
3-1
MRR
$47.2K+12%
Portfolio Health Trend
Agent sent check-in to Meridian Health2m ago
Pinnacle Staffing health dropped to 4215m ago
Weekly brief generated and delivered1h ago
50–65%
Avg retention rate
We push it to 80%+
60–70%
Of churn is preventable
With the right systems
80%
Time on admin
We automate this
3x
Client capacity
Same team, same quality
How it works

Centralize. Analyze. Execute.

Three systems. One AI layer. Your business on autopilot.

STEP 01

Centralize

Pull every client, interaction, dollar, and deadline into one workspace your whole team checks.

\u276FCRM → Imported
\u276FBilling → Synced
\u276FCalendar → Connected
\u276FHealth → Scored
STEP 02

Analyze

The AI reads every record daily. Scores health, detects risk, drafts messages, and ranks priorities.

\u276FHealth Drop → Alert
\u276FChurn Risk → 62% save
\u276FBrief → Generated
\u276FPriorities → Ranked
STEP 03

Execute

Check-ins send themselves. Retention fires on slip. Reports deliver before anyone asks.

\u276FCheck-in → Sent
\u276FRetention → Active
\u276FOnboard → Day 3
\u276FReport → Delivered
Platform

The AI operations stack

Everything your business needs to operate at scale.

Core

AI operations agent

Reads every client daily. Scores health. Drafts check-ins. Generates briefs. Preps calls in 10 seconds.

Health scoring engine

Every client scored 0-100 daily across 6 factors. Risk detected same-day.

Data command center

13 tables centralizing every client, contact, project, invoice, and interaction.

Retention OS

Multi-step retention workflows fire when clients slip. Renewal sequences from 60 days out.

Fulfillment automation

Onboarding sequences, deliverable tracking, deadline alerts, 8 workflows on autopilot.

AI reporting

Weekly briefs. Daily priorities. Monthly performance reports. Delivered to Slack.

Moat

Network intelligence

Cross-business benchmarks. Churn prediction. The more users, the smarter every agent gets.

Team communication

Slack/Discord integration. Morning priorities. Health alerts. Escalation notifications.

Expanding

Integrations

Kajabi, Stripe, Calendly, Circle, Zoom, HubSpot. We wire your tools together.

Roadmap

Product roadmap

Phase 1 \u2022 Q1 2026In progress

Core platform

Multi-tenant workspace with org auth
Client management + health scoring
AI agent chat with Claude
Agent tools + activity feed
Dashboard + team management
Phase 2 \u2022 Q2 2026Planned

Automation engine

Visual workflow builder
Pre-built retention templates
Message template library
Scheduled agent tasks
Report generation + PDF export
Phase 3 \u2022 Q3 2026Planned

Intelligence network

Cross-business benchmarking
Churn pattern detection
Optimal check-in frequency
Network health dashboard
Phase 4 \u2022 Q4 2026Future

Integrations + portal

Kajabi + Stripe deep integration
Calendly + Zoom sync
Client portal
Zapier / Make webhooks
Phase 5 \u2022 2027Future

Scale + expand

Self-serve onboarding
Mobile app (iOS + Android)
White-label for resellers
AI voice agent for calls
Credits

Pay for what the AI does

Every action costs credits. Your plan includes credits for normal usage.

1
Health update
5
Check-in draft
5
Call prep
15
Weekly brief
15
Risk scan
25
Monthly summary
Pricing

Simple, transparent pricing

License + credits. Scale as you grow. Cancel anytime.

Starter

$497/mo
500 credits
  • Up to 20 clients
  • AI agent + daily health scoring
  • Data command center
  • Basic retention workflows
  • Weekly brief
  • 1 team member
Get started
MOST POPULAR

Growth

$997/mo
2,000 credits
  • Up to 50 clients
  • Advanced health scoring
  • Custom workflow builder
  • Network benchmarks
  • Slack / Discord
  • 5 team members
  • Priority support
Get started

Scale

$1,997/mo
5,000 credits
  • Unlimited clients
  • Everything in Growth
  • Billing automation
  • Capacity planning
  • Unlimited team members
  • Dedicated support
Get started

Need white-glove deployment? Book a deployment call \u2192

Today vs with Vistrial

Without Vistrial

  • Client health is a gut feeling
  • Reports take hours to build
  • Renewals get missed
  • Onboarding is inconsistent
  • Monday morning is a scramble
  • Scaling means hiring
  • Check-ins are forgotten
  • Clients leave without warning
  • Data in 8 tools

With Vistrial

  • Every client scored 0-100 daily
  • Reports generate themselves
  • Contracts tracked from 60 days out
  • Same premium experience for all
  • Monday is a 2-hour brief review
  • Same team, 3x the clients
  • Check-ins send on schedule
  • At-risk flagged same-day
  • One workspace, one truth

Stop losing clients you could save.

Join the first cohort of service businesses building on AI-powered operations.

No credit card required. Design partner pricing for early adopters.