Follow-Up Automation

    The fortune is in the follow-up. We build automated text and email sequences that keep your business in front of prospects until they are ready to book.

    Quotes go cold without follow-up

    You spend time visiting a property, calculating materials, and sending a detailed quote. The customer says they need to think about it. Then... nothing.

    As a busy business owner, you don't have time to manually call or email every open quote every few days. Because of this, leads go cold, and you lose jobs to competitors who simply stayed in touch.

    Consistent, automated communication

    We build automated follow-up sequences that do the heavy lifting for you. Once you send a quote, the system takes over, sending polite, helpful text messages and emails at scheduled intervals.

    These messages look and feel like personal communication from you, gently nudging the customer to make a decision or asking if they have any questions about the estimate.

    How follow-up automation works

    1

    Trigger the sequence

    When you move a lead to 'Quote Sent' in your CRM, the automation begins automatically.

    2

    Day 2 Check-in

    The system sends a simple text: 'Hi [Name], just making sure you received the estimate. Let me know if you have any questions!'

    3

    Day 5 Value Add

    An email goes out highlighting your warranty, reviews, or why choosing your company is the best decision.

    4

    The customer replies

    As soon as the customer replies to an email or text, the automated sequence stops, and you take over the conversation.

    Why it matters for your business

    • Close more of the quotes you send out
    • Save hours of manual follow-up work every week
    • Stay top-of-mind with prospects who are 'thinking about it'
    • Look highly professional and organized to potential clients
    • Ensure no lead is ever forgotten or ignored

    Best-fit businesses

    Follow-up automation is critical for high-ticket service businesses with longer decision cycles, such as roofers, HVAC installers, major landscaping and hardscaping contractors, and remodelers.

    Serving Oklahoma Businesses

    We help service businesses across Oklahoma City, Edmond, and Norman implement follow-up systems that turn more of their local estimates into booked, paying jobs.

    Frequently Asked Questions

    Stop leaving money on the table.

    Book a free strategy call and we'll talk through what makes sense for your business.

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