Follow-up
Keep every inquiry moving.
Most lost jobs aren't lost to a competitor. They're lost to silence: a missed call, a form nobody saw, an estimate that never got a follow-up. We build the workflows that close those gaps.
Make more of the inquiries you already get
Before spending on more leads, look at what happens to the ones you have. How fast does a form submission get a reply? What happens when a call is missed during a job? How many estimates go out and are never mentioned again?
We map those moments and build practical automation around them: route new inquiries to the right person with the details they need, answer missed calls with a text that asks the right first question, help coordinate appointments, and send permission-based reminders after an estimate goes out.
Every workflow has a human handoff and a clear stop rule. Automation handles the routing and the reminders. People handle the judgment, the pricing, and the promises.
What's included
What follow-up automation covers
Inquiry routing
Form submissions, texts, and messages go to the responsible person with the details attached. After-hours and urgent requests are handled the way you decide.
Missed-call text-back
When a call goes unanswered, the caller gets a text within moments asking what they need and offering the next step. Your team sees the thread and takes over.
Website intake assistant
A chat assistant on your site that asks the questions you'd ask, collects contact details and the service address, and hands off to a person. Scoped and tested before launch.
Appointment coordination
Connect your calendar or booking tool, define your area and availability, and confirm appointments automatically with reminders before the visit.
Estimate follow-up
Permission-based reminders on a schedule you set, in your voice, that stop the moment the customer replies or declines.
Human handoff and review
Every workflow has a person on the other end. We document exceptions, review real examples before launch, and check the logs together after.
In practice
What a typical week looks like
A homeowner submits the website form at 7:40 pm. The owner and office manager each get a text with the name, service address, and what was asked for. The office manager replies in the morning with two appointment options; the customer picks one and gets a confirmation and a reminder the day before.
During the visit, another call comes in and goes unanswered. The caller immediately receives a text: "Sorry we missed you — are you looking for an estimate, a repair, or something else?" They reply, and the thread is waiting when the visit ends.
Three days after the estimate is emailed, a reminder goes out asking if they have questions. The customer replies with one. The reminders stop, and a person answers it.
Before we start
What we'll ask you for
- How inquiries reach you today and who is supposed to respond
- Your phone setup, calendar, and any CRM or software you already use
- What counts as urgent, and what should never be automated
- Examples of past inquiries, so we can test against real situations
Questions
Straight answers
Will this replace my office staff?
No. It removes the routing and reminding that eats their time so they can spend it on customers. Judgment calls, pricing, and commitments stay with people.
Can it work with my existing CRM or phone system?
Usually. We review what you have before scoping and tell you what connects cleanly, what needs a workaround, and what would be simpler to replace.
Is an AI phone receptionist included?
Voice answering is a separate add-on. It needs its own testing and has its own costs, and it's not right for every business. We'll discuss it separately and honestly.
What if the automation says something wrong?
Workflows are scripted and tested with real examples before launch, and every one has a stop rule and a human handoff. Anything involving price or a promise is written to route to a person.
Works well with
Find the gap where inquiries go quiet.
Describe how a lead reaches you today, start to finish. We'll point out where it's leaking and what would plug it.