Pick the moments that matter, like a quote sent or a missed appointment, and the right emails and texts go out on schedule. When the customer replies, the sequence stops and the conversation goes to your team.
That's our own business line, answered by the same kind of AI agent we build for you. Ask it what we do and how it would work for your business, or ask for a person at any point: you get your answers and hear the product working on the same call.
Example sequence after a quote is sent
The first message usually goes out. The second and third are the ones nobody has time for.
A quote goes out, the customer means to get back to you, and nobody follows up until someone else has the job.
Someone misses an appointment and the slot is just lost. Nobody has time to chase them.
Someone books, and the old reminder still goes out. It looks like nobody is paying attention.
Generic follow-ups get ignored, and customers can tell nobody wrote them.
Every business has its own moments where follow-up slips. These are the ones we usually start with, and the kind of reply that stops them.
"Sorry, crazy week. Is the install price still good?"
An estimate goes out.
The estimate by email on day 0, a text on day 2 with a direct way to ask questions, then open dates on day 5.
The customer replies, books or says no. This reply went straight to the office.
After the job: a thank-you with the review link, and a maintenance reminder months later. How we set up home services
"So sorry I missed it. Do you have anything next week?"
A patient misses an appointment.
A friendly text the same day with a link to pick a new time, and an email a week later if nothing is booked.
A new time is booked or the patient replies.
Also runs: six-month recall reminders that stop as soon as the visit is booked. How we set up dental and medical
"I read the letter. Can we talk before I sign?"
A consultation ends without a signed retainer.
The engagement letter and next steps by email the same day, then a text on day 3 offering a quick call.
The retainer is signed or the client replies. This reply went to the attorney.
Before it starts: your firm reads and approves every message. How we set up legal
"On my way, be there by 5."
A job is marked finished.
A text that the car is ready, with the total and your hours, then a reminder the next morning if it's still on the lot.
The car is picked up or the owner replies.
Months later: the next service reminder, based on what was done. How we set up auto
"Two of us still need to sign. Can you resend the link?"
A booking comes in.
Confirmation with the meeting point and what to bring, then a waiver reminder two days before for anyone who hasn't signed.
Everyone in the group has signed, or a guest replies.
Weather day: a reschedule message to everyone booked, sent from one place. How we set up tours and rentals
Sequences aren't a separate email tool. They start from what happens in your business and hand replies back to it.
We find the moments where follow-up slips today, write the messages with you, and keep tuning them after they're live.
Quotes, no-shows, unpaid invoices, renewals: where follow-up slips today.
Emails and texts in your voice, with the timing for each step.
Nothing goes out until you've read it. We connect the triggers to your tools.
We watch replies every week and adjust what isn't working.
Yes. Each step can be an email or a text, and texts follow the opt-in and STOP rules for business messaging.
Yes. We write them with you and nothing is turned on until you've approved every message.
Any reply stops their sequence and goes to your team's inbox, however old the message.
Moments in your business, like a quote sent, a missed appointment, an unpaid invoice or a renewal coming up. We connect those triggers to the tools you already use.
No. A reply stops their sequence, and a booking or payment can stop it too, so nobody gets a reminder after they've already said yes.
A newsletter is one email to your whole list. A sequence is one-to-one follow-up that starts when something happens to that customer. We keep them separate: see Email marketing.
Yes. We watch replies every week and adjust the timing and wording of whatever isn't working.
It's quoted for your business, based on what we build and run for you, with no per-seat fees. Get a quote.
The quotes, bookings and appointments that need chasing look different in every town. See what we do where you work.
We'll send you a quote for the system. Most setups go live in about 2 weeks.