Win jobs with follow-up that never forgets
Automated text and email sequences nurture new leads, chase unaccepted quotes, and reactivate past customers, so consistent follow-up happens even on your busiest weeks.
The Problem
The fortune is in the follow-up you’re not doing
Most leads don’t book on the first contact, and most quotes aren’t accepted on the spot. Winning them takes 3–5 touches, but when you’re running jobs all day, follow-up is the first thing that slips. The company that follows up wins by default.
How it works
Set your sequences once
Build multi-step text and email sequences for each scenario: new lead, quote sent, appointment reminder, past-customer check-in.
Triggers start them automatically
Sequences launch when something happens, a form fill, a missed call, a quote sent, a job completed, with no manual work.
Replies pause the automation
When a contact responds, the sequence stops and the conversation routes to your team so a human takes over.
Track what’s working
See which sequences and messages generate replies and bookings, and refine from real results.
What you get
Every lead gets multiple touches
Consistency stops depending on how busy you are, the system follows up on schedule, every time.
More quotes accepted
Polite, persistent quote follow-up recovers jobs that would otherwise go quiet.
Past customers come back
Scheduled re-engagement keeps your name in front of people who already trust you.
Your team handles only warm replies
Automation does the chasing; people step in when a customer is ready to talk.
A typical workflow
- 1
New lead nurture
Lead inquires → instant acknowledgment → value-driven follow-ups over several days → books or routes to sales.
- 2
Quote follow-up
Estimate sent → reminder at 2 days → check-in at 5 days → final touch at 10 days → flags team if still silent.
- 3
Post-job reactivation
Job completed → thank-you and review request → seasonal check-in months later → new booking opportunity created.
Where it earns its keep
Home services
A roofing company follows up every quote automatically and runs seasonal tune-up campaigns to past customers before storm season.
Real estate
An agent nurtures cold buyer leads with a months-long drip of new listings and market updates until they’re ready to tour.
Professional services
A financial advisor automates consultation reminders and post-meeting recap emails, cutting no-shows and keeping prospects warm.
Related features
Frequently asked questions
You write the messages in your own voice, and merge fields personalize each one with the contact’s name and details. Replies always go to a human.
The sequence stops immediately for that contact and their reply appears in your inbox for a real conversation.
Yes. Standard opt-out handling (like replying STOP) is honored automatically, and consent preferences are stored on the contact record.
As many as your business needs, separate sequences for different services, lead sources, or customer types.
See Automated Follow-Up working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.