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The method
Online presence

A clear website and an up-to-date Google listing turn a quick search into a phone call.

Paperwork on autopilot

No more handling every document one by one: everything is prepared, you check it, you send it.

Bring in AI

It reads, drafts the replies, points your customers in the right direction and even offers appointments.

Connect your tools

Your software finally talks to itself: no more typing things in twice, no more wasted time.

Get paid in 2 clicks

Stop chasing deposits, late payments and reminders: it all happens automatically.

Dashboards

One smart screen for all your figures, visible at a glance.

Customer loyalty

Your customers are contacted and rewarded at the right moment, without you having to think about it.

Scheduling

Your diary fills itself and keeps your customers informed. Fewer gaps, fewer things forgotten.

HR assistant

Hiring, onboarding, keeping the rota: your staff paperwork takes care of itself.

Streamline operations
Follow-ups & Reminders
Automatic email sorting

Sorted by urgency, with the reply already drafted in your tone of voice.

Automatic social media posts

Your posts come back written, approved in 10 minutes.

Update your own website

Prices, opening hours and photos changed in thirty seconds.

AI replies set to your rules, site and phone

Your hours, your area, your prices: never a word more.

Acknowledgement within 3 minutes

Message, missed call, email: the acknowledgement goes out on its own.

Online booking and reminders

The slot books itself, the reminder goes out the day before.

Bring a new customer back

A customer who came once becomes a regular.

Scheduled texts and emails

Birthday, review request, seasonal offer: they go out by themselves.

Win back customers who drift away

Customer gone quiet or service due: the reminder goes out on its own.

Getting Paid & Your Figures
Automatic quotes

Your line items and your prices: tick, check, send.

Automatic invoicing

The signed quote becomes the invoice, with nothing to retype.

Chasing unpaid invoices

Five stages go out on their own, from the polite nudge to the formal file.

Payment links and QR codes

They pay from their phone, the payment is logged on its own.

Subscriptions and prepaid cards

Collected on the 5th, so you know what's coming in next month.

Keep track of your numbers every week

Your margin known before the year-end accounts, not after.

Cash flow and stock under watch

If a figure steps out of line, you know by the morning.

Connect your software together

One customer record is the master copy, no more double entry.

Invoices & Documents
Mandatory e-invoicing 2026

Compliant for 2026, without changing how you invoice.

Prepare your VAT and payroll contribution returns

The file is ready before the deadline, checked and complete.

Insurance and compliance certificates

Every expiry date tracked, every renewal requested.

Receipts and expenses scanned

The receipt is matched to its bank line, ready for the accountant.

Keep your invoices for ten years

Filed straight away, so the paper can go in the bin.

Your company documents kept up to date

Kept current by themselves, sent as a single link.

Obligations at 11, 20 and 50 employees

Staff committee, training, new duties: seen coming in advance.

Recruitment & Onboarding
Write and publish a job advert

Published on every channel, edited in one click.

Sort the applications you receive

You open the right ones first, without wading through the lot.

Automatic replies to every candidate

Written in your words, as drafts. You check them, they go out.

Schedule job interviews

The slot drops into your diary on its own.

Contract, registration and access ready

Everything is prepared the moment you choose someone.

Rota & Team Management
Handle a last-minute absence

The right stand-ins suggested in order, from 6.41am.

Manage holidays and leave balances

Balances and clashes worked out automatically, you approve.

A rota the whole team can see

The same rota for everyone, on everyone's phone.

Clocking in and hours tracking

Phone, tablet or badge, whichever each person prefers.

Prepare the payroll figures

Hours, absences and bonuses gathered and checked.

Bonus calculation

Threshold, rate, split: the rule written once.

Your employees' key dates

Warned beforehand, never on the day it's too late.

Your shopfront
Google Visibility & Reviews
Google listing kept up to date

They type open near me, three listings come up. Yours is one of them.

Your website

Fast, easy to read, a site that makes people want to call.

Be found in your town

At the top when they search near home, town by town.

Social media kept alive

Regular activity, well presented, not filler.

Get Google reviews

QR code, card in the parcel, link in the email.

Online Booking & Payment
Online booking, 24 hours a day

Your free slots, booked in thirty seconds.

Estimated quote from tailored questions

They leave knowing what they want, and what it costs.

Electronic document signing

They sign with a finger, no printer or scanner needed.

Instant online payment

Settled on the spot, no chequebook or cash to find.

Invoice sent to the customer automatically

Tidy, immediate, and easy to find the day they need it.

Payment reminder to the customer

A courteous note, the button to pay, the relationship intact.

24/7 Automatic Replies
24-hour phone answering

No ringing out, no full voicemail, no press-1 menus.

AI assistant on your website

10.15pm, they have a question. They get the answer now, not at 9am tomorrow.

Instant confirmation message

A precise acknowledgement: they know it's been received, and when to expect a reply.

Online client area

An area in your colours, built for your own customers.

Job progress updates for the customer

Silence turns a patient customer into a furious one.

Due-date reminders for the customer

Service, inspection: reminded three weeks before the date.

Loyalty Cards & Rewards
Sign up a customer in two clicks

Ten awkward seconds saved, one customer kept.

Welcome message to the customer

Thanked, recognised, invited back. Not a till receipt.

Digital loyalty card

Their card lives in their phone, found by their number.

Your customers bring you more customers

They mentioned you on Thursday: one link, and their colleague comes in.

Gift cards and session bundles

The remaining balance, the message, the date, all in their phone.

Monthly customer subscription

A fixed amount, clear perks, the freedom to stop.

Birthday message to the customer

Birthday, celebration, special occasion: the offer arrives on the day.

Win back a lost customer

Nothing reminds them you exist any more. Except this.

Recruitment & Job Adverts
Online application form

A complete application in two minutes, on a phone.

Acknowledgement to the candidate

They apply at 9.41am, their phone buzzes at 9.42am.

Interview booked in one click

They pick their time, and receive the address, the length and what to bring.

Their documents uploaded online

Everything requested, guided and checked, without you lifting a finger.

Immersion
Remote review 30%

Remotely: you describe what's holding you back, Atlas® analyses it and designs the solutions from a distance.

Your shopfront/Loyalty Cards & Rewards

He knows he's at 7 out of 10

He has nothing in his pockets, and yet he's counting. His card lives in his phone, found with his number. He doesn't dream of points, but of reaching the end.

Book an assessmentFree and no commitmentTry the module

At the counter, he's asked for his card

●●●○○○○○●●●●●○○○●●○○○○○○○○○○○○○○
Back to zero
His card is in his other jacketHis number is enough
8:10
Cards
Bank•••• 4821
Salon MilaLoyalty discount
Maison MarceauLoyalty card
8:12
‹ Cards
Maison MarceauBakery
Visits78 of 10Rewarda country loaf
HolderThomas
Scanned at the till, 8.12 am
VNMaison MarceauOnly 2 visits to go before your country loaf.
8:13
‹ Cards
Salon MilaHairdressing
Your discount−10 %Onyour next cut
Next level: 15% from 12 visits9 visits of 12
HolderThomas

Thomas, twice a week since February

3rd visit4 of 10
6th visit7 of 10
10th visitRewarded

On the tenth, his card lets him know: he leaves with his loaf.

Nothing in his pockets,
he knows where he stands, at a glance.

From 39 EUR a month
01What your customer experiences

He says no, and it starts again from zero

  • 01
    You ask for his card, he says no, again. He gets a fresh one stamped

  • 02
    He doesn't know where he stands: he'd have to find the card and count the stamps

  • 03
    He's stopped trying: twenty visits required, he makes six in a year

  • 04
    His points expired before he had time to collect enough

  • 05
    His wallet is full of cards from shops he never sets foot in any more

7
Your card, 7 of 10

Only three visits to go. The reward is a country loaf.

In his phone
2
Two stamps free

On the first day, without doing anything. He's at 4 of 10 by the third visit.

At the start
02Do the sums yourself

You decide, step by step, what you hand over

Here are Thomas's visits to you, step by step. For each one, say whether it goes through Atlas® or stays as it is today, then run the simulation to see what Thomas experiences.

A card, step by step
Keep everythingHand over everything
1

He gives his number, just once

At the counter, in ten seconds: his first name and his mobile. No form.

Still you
2

He shows nothing more, or he digs out his card

On later visits, he says his number, or nothing at all if you recognise him.

YouAtlas®
3

He checks where he stands, or he knows nothing

A gauge, a number, a sentence: 7 of 10, only three to go before your free loaf.

YouAtlas®
4

He gets his reward, for real

On the tenth visit, nothing to claim or prove: it's announced at the counter and handed over.

Still you
See what Thomas experiences
100% tailored. You decide here who does what. The figure at the bottom of the page is for your module, it doesn't depend on volume.
See my estimate

Does this module speak to you? See what it does with your figures.

03The same customer, three visits

It's not the tenth visit that decides everything, it's the third

Thomas has been buying his bread from you twice a week since February. Here are the three moments when he drops off, or doesn't.

4 of 10

On the 3rd visit. He gives his number, his card is there with his two visits, and two stamps given free on the first day.

On the 6th visit. He opens his phone while he waits: 7 of 10. Only three to go. It's close, he believes in it, and his week takes shape around you.

On the 10th visit. His card lets him know, and he leaves with his reward.

On the 3rd visit4 of 10
On the 6th7 of 10
On the 10thRewarded
Zero

On the 3rd visit. His card is in his other jacket. He's given a blank one, and last week's two stamps are lost.

On the 6th visit. He can't know where he stands. He assumes he's a long way off, stops counting, and the card ends up at the bottom of his bag.

On the 10th visit. He was owed something, he never claimed it. He no longer even knows which card went with which shop. Nothing happened.

On the 3rd visitBack to zero
On the 6thDoesn't know
On the 10thNothing
04Her journey

Four seconds at the counter, a number that's always right

The rule fits in one sentence. The reward is given in kind, so at your cost price.

The tradeThe ruleWhat it costs
BakeryTen visits, two given free at the start. At the end: a country loaf, 3.20 euros.€1 cost for €40 taken, that is 2.5%
Hair salonSix visits, one given free at the start. At the end: a deep treatment, 18 euros.€5 for €330 of visits, that is 1.5%
Lunchtime restaurantEight lunches, two given free at the start. At the end: dessert and coffee, 9 euros.€2.50 for €136 of covers, under 2%
The limits, stated up front

A card keeps a happy customer, not a disappointed one. Set it one notch above their frequency, in kind rather than as a discount.

Without a phone

The number is enough at the counter.

05What existing schemes tell us

They sign up, then they drop off

Four published figures, none of them ours.

Signing up87 %

of French people are signed up to at least one loyalty scheme

And 33% let their points expire for lack of time.

Dropping off46 %

stop because the reward seems out of reach

The format65 %

prefer their cards in their phone rather than in plastic

What it brings in585 €

a month: 150 customers carry the card, one more visit each, minus 15 rewards

IFOP for Captain Wallet by Brevo, May 2024, over 1,000 representative people. IFOP for Comarch, October 2023: 46% cite an unreachable threshold, 33% run out of time before expiry.

06What it brings you

What the card brings you, every month

585 €a month
150card holders
1 visitmore each

150 customers carry the card. One more visit each makes 600 euros at a 4-euro basket, minus 15 rewards at 1 euro.

Atlas Advisory® Book an assessment