AI Automation

AI Email/SMS Follow-Up

Turn more leads into booked jobs with on-brand, two-way AI that follows up consistently—without spamming.

Smart timing windows and stop rules

Two-way replies with human escalation

Who It’s For

  • Teams with leads slipping through cracks after estimates or missed calls
  • Owners who want consistent nurture without sounding spammy
  • Sales reps who need AI to handle routine objections and scheduling

Proven Follow-Up Playbooks

Missed Call Rescue

Instant text that acknowledges the missed call and offers a quick callback window.

Quote Follow-Up

Multi-touch sequence with FAQs, financing info, and easy reply options.

No-Show Recovery

Polite reschedule prompts with calendar links and priority windows.

Dormant Leads

Light re-engagement with value-first messaging and opt-out.

How It Works

01
Segments & Triggers

Define lead stages, triggers, and stop rules across email/SMS.

02
Copy & Playbooks

Create sequences for quotes, missed calls, estimates, and dormant leads.

03
Pilot & Guardrails

Launch with limited volume and human overview for tone and accuracy.

04
Scale & Optimize

Increase volume and refine based on reply and booking rates.

What You Get

Templates matched to your voice and services with dynamic personalization.

Time windows, throttling, and logic for quotes, no-shows, and cold leads.

AI handles replies, flags objections, and escalates when human is needed.

Post activity to CRM and keep your team in the loop via email/Slack.

FAQs

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We follow opt-in/opt-out best practices and can restrict messaging windows by time and region.

Yes. The AI uses your knowledge base and templates. Unsure cases escalate to a human.

We can integrate with HubSpot, HighLevel, or via webhooks/Zapier to your CRM.

We track reply rate, positive intent, and booked jobs. We also monitor opt-out and complaint rates.

Yes. We add stop rules based on status changes in your CRM or scheduling tool.

Yes. Messaging windows can avoid nights, weekends, or specific holidays by region.

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