Solutions
Follow-Up Automation

Persistent follow-up that doesn't require your team to remember anything.

Follow-up completion rate

The Problem

Most service companies follow up once—maybe twice. Studies show it takes 6–8 touches to convert a prospect. Manual follow-up is inconsistent and depends on whoever remembered to make the call.

How It Works

The workflow, step by step

1

Quote sent, no response—agent follows up in 24 hours

2

Sequence continues across SMS, email for 5–7 days

3

Objection handling built into response logic

4

Wins are handed off to human rep for close

5

Unresponsive leads archived with reactivation tag

Expected Outcomes

Quote follow-up rate improves from <20% to 80%+
Close rate on quoted jobs improves by 15–25%
No-show re-engagement built in
Reactivation of old leads and unsold quotes

Channels Supported

SMS follow-upEmail sequencesQuote follow-upNo-show recoveryReview requests

Ready to deploy Follow-Up Automation?

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