FELIX assembles every client intelligence pack SME Growth Team sends out — pulling the relevant status, flags and updates into one present-ready document, automatically. The same assembly engine can run for your own client base.
The report doesn't get slower as your client count grows — FELIX runs the same assembly for one client or a hundred.
Relevant status, flags and updates for the client are pulled from wherever they live, not manually copied in.
Data pullingEverything is assembled into a single, coherent document — not a dump of raw fields, a pack that makes sense to read.
AssemblyThe finished pack is ready to send or present as-is — no formatting pass required before it goes out.
DeliveryFELIX wasn't built as a product first. He's the agent already assembling the packs SME Growth Team's own clients receive. Buying FELIX means getting the same working assembly engine pointed at your client base.
Every client gets the same recurring report, built the same way, without someone building it by hand each cycle.
Start Your AssessmentWalk into every client conversation with a present-ready pack already assembled, not thrown together the night before.
Start Your AssessmentOffer automated, present-ready client reporting under your own brand without building the assembly engine yourself.
Partner ProgrammeFELIX is the client pack generator inside SME Growth Team. He assembles the client intelligence packs SME Growth Team sends its own clients, pulling relevant status, flags and updates into one present-ready document, automatically.
Yes. The assembly mechanism can be configured to pull your data sources and assemble recurring reports for your own client base.
No. FELIX assembles the pack. Whether and how it's sent stays with you or your team.
FELIX is part of SME Growth Team's SERVE department, alongside ONYX.