Watch it run
A follow-up sequence on a high-ticket plumbing quote. Cadence and wording are set with you and stop the moment the customer answers.
Why follow-up is where the money is
Most quotes get one touch. The customer is busy, not a no. A second and third message, sent politely, wins the jobs that silence loses.
Speed matters more than polish. A lead that hears back in minutes is far more likely to book than one that hears back tomorrow. Automation is the only way to be first every time.
Nothing depends on memory. The sequence knows who has not answered and what to say next. Your team only steps in when a human should.
One connected system
What we build
Instant reply to every new lead from your website, forms, marketplaces, and social messages, by text and email.
One pipeline with every opportunity, its source, its stage, and its next action, visible on one screen.
Estimate and proposal follow-up sequences: the day 1, day 3, day 7, and day 12 touches, in your voice, that stop the moment the customer replies.
Proposals with e-signature and deposit collection from the same link, so the yes becomes a booked job in one step.
Appointment confirmations and reminders that cut no-shows, with rescheduling handled by text.
Long-horizon nurture for decisions that take weeks: insurance claims, financing, seasonal projects.
Reactivation campaigns for past customers who are due, with the right offer at the right time.
Alerts to the right person when a lead goes hot, a quote is viewed, or a reply needs a human.
Part of the whole: see every capability · how pricing works
Where it matters most
How we keep it human
Every message reads like a person wrote it, because a person did. We write the sequences with you.
Sequences stop the moment a customer replies. Nobody gets a robotic nudge after they already said yes or no.
Cadence and quiet hours are yours to set. Polite persistence, never pressure.
Common questions
Will customers feel like they are being spammed?
Not if it is done right. Two or three well-spaced, useful messages that stop on reply feel like good service. We set the cadence with you and show you every message before it goes live.
Can it work with the CRM or field-service tool we already use?
Often yes. The follow-up layer can be configured to work with your existing tools, or we run the pipeline for you. The first call tells us which is simpler.
What about leads from Angi, Thumbtack, or Google Local Services?
Marketplace leads can usually be routed into the same pipeline so they get the same fast reply as a call or form. We confirm the method for your specific sources.
Does this include proposals and e-signature?
Yes. Quotes and proposals can go out with e-signature and a deposit link, so the customer can say yes and pay from the same message.
How do I see what is working?
Your pipeline shows every open opportunity and its next step. Your monthly report shows leads by source, follow-up sent, replies, and jobs booked from follow-up.
Count your open estimates. Then call us.
Book a call. We will map where your leads and quotes go quiet and show you the sequence that would have brought them back.