Standalone · AI Follow-Up Automation

Automated Follow-Up That Keeps Deals Moving

Every missed call, sent estimate, and open proposal gets the right message at the right moment — across SMS and email — until the lead books, replies, or opts out.

SMS + EmailReply detectionIntent taggingCRM-synced
See it in the Convert System
Automation · Live
Follow-Up Sequence
Running
  • 0 minSMSMissed call detected
    "Hey — sorry we missed you. Want us to call back or text here?"
  • 2 minSMSAuto-reply sent
    Two-way SMS opens. Lead can reply instantly.
  • 5 minReplyReply detected
    AI classifies intent → "wants estimate" · tagged HOT
  • 10 minEmailEstimate follow-up
    Personalized email with availability + scheduling link.
  • 1 hrTagIntent-based routing
    Routed to closer queue · proposal sequence queued.
  • Day 2BookingAppointment booked
    Slot confirmed · reminder cadence activated.
What it does

Every follow-up moment, fully covered

Missed-Call Follow-Up

Instant SMS the moment a call is missed, with two-way conversation built in.

Estimate Follow-Up

Multi-touch cadence after every estimate — until the customer books, replies, or declines.

Proposal Follow-Up

Keeps open proposals warm with timed nudges and answers common objections automatically.

Appointment Reminders

Confirmations, day-before nudges, and on-the-way messages reduce no-shows.

Re-Engagement Campaigns

Wakes up dormant leads and old quotes with seasonal and offer-based outreach.

Intent-Based Tagging

Classifies every reply by intent and routes hot leads to your team in seconds.

How it works

The workflow, end to end

Estimate Follow-Up Flow
Every unsigned estimate gets a disciplined cadence
Automated
Estimate Sent
01
Trigger captured
Day 1 — SMS
02
Friendly nudge
Day 3 — Email
03
Recap + value
Day 5 — Voice
04
AI check-in call
Won / Lost
05
Logged + reasoned
Close lift
+27%
Cycle time
−40%
Touches/lead
5–7
Loss reasons
Tracked

Outcomes you can expect

  • 100% follow-up consistency, every lead, every time
  • Higher booking and show rates
  • More revenue from leads you already have
  • Your team focuses only on hot conversations
Typical go-live in 1–2 weeks