A day-by-day, multi-channel sequence across SMS, email, voicemail drop, and task reminders — engineered to book the lead, surface a reply, or cleanly opt them out.
Nine touches over two weeks. Channels rotate so it feels human, not automated. Outcome rails stop the sequence the moment the lead acts.
Confirm we received the request, restate the job, and offer two booking windows. Speed beats polish at this stage.
Email summary with scope, expected timeline, and a one-click booking link. Includes a short proof point relevant to their issue.
Friendly check-in referencing the original request. Two new time slots offered. Plain language, no pressure.
Short ringless drop from the assigned rep. Mentions the homeowner by name and the specific job. Triggers a callback from a real person.
Address the top three reasons people hesitate (price, timing, trust). Includes a recent review and an FAQ link.
Shift the message from selling to helping. Offer a quick estimate revision or a no-pressure walkthrough call.
If still no reply, a task is created for the assigned rep with the full transcript, score, and recommended next move.
A clear, respectful final email. Offers to close the file or keep the door open. Includes an opt-out link.
Lead is moved into the monthly nurture list. Re-engaged automatically if they revisit the site or click any future email.
Sequence pauses, calendar invite is sent, CRM stage updates, and the rep gets a heads-up with full context.
Any inbound message immediately stops automation and routes to a human, with the full thread attached.
STOP, unsubscribe, or any negative intent triggers a clean exit, suppression flag, and CRM note. No further outreach.
Four principles drive every touch. Break any of them and reply rates collapse.
Most replies happen in the first day. Two SMS, one email, and one voicemail inside 24 hours captures the bulk of recoverable intent without feeling spammy.
Bouncing between SMS, email, and voicemail feels human. Three SMS in a row feels like a bot. The cadence is designed so no channel repeats back-to-back.
Early touches are about access and convenience. Mid-cadence touches handle objections. Late touches give the prospect a graceful exit — which actually increases replies.
The instant a lead replies, books, or signals friction, automation steps aside and a human takes over with the full context already in the CRM.
The cadence is only as good as the copy inside it. These rules govern every touch we ship.
The first touch goes out in under five minutes, every time. A short, plain-language SMS outperforms a polished email that arrives an hour later. Speed is the single biggest lever in follow-up.
Every message references the specific service requested, the location, and any answer the lead gave during qualification. Generic 'just following up' messages are removed from the system entirely.
SMS handles urgency and scheduling. Email handles proof, FAQs, and longer context. Voicemail drops handle trust and tone. Tasks handle judgment calls. Each channel does what it does best.
Every message includes a single, obvious action — usually a booking link or a reply prompt. Never two CTAs in the same touch. Decision fatigue kills response rates.
Clear opt-out language in every channel, plus an honest 'should we close this out?' message late in the cadence. Respecting the no is what makes the yes possible later.
The system is built so a real person takes over the moment it matters — with the full thread, qualification notes, and history already attached.
Automation pauses, assigned rep is paged with the full thread and qualification notes.
Sequence stops, calendar invite fires, rep is briefed before the call.
Lead is flagged, suppression applied, and a senior rep reviews before any further contact.
Lead is escalated immediately — no waiting for the next scheduled touch.
Rep gets a task with recommended next move based on the lead's qualification score.