Speed-to-lead, nurture sequences and reactivation, so web and marketplace leads hear back in minutes.
When a call goes unanswered, the caller gets a text within a minute ('Sorry we missed you, this is {Company}. What can we help with?'). An AI assistant handles the first few replies, asks for the job details, and gives the lead to a person or a booking link.
Plumbing · HVAC · Home Services · Contractors & Remodelers · Auto Repair · low complexity
Every new lead, whether a website form, Google Local Services Ads message, Angi, Thumbtack or Facebook, gets a personal-sounding reply within a minute, two or three qualifying questions, and a booking link. Qualified leads are pushed to the CRM and flagged for a callback.
Home Services · Contractors & Remodelers · HVAC · Plumbing · Roofing · medium complexity
After an estimate goes out, an automated, personal-sounding follow-up runs over two to three weeks: a check-in, an answer to common objections, a gentle deadline, and a 'should I close this out?' message. Replies stop the sequence and alert the estimator.
Contractors & Remodelers · Roofing · HVAC · Home Services · low complexity
A monthly job pulls patients who are overdue for hygiene or have unscheduled treatment, then sends a personalized text and email sequence with a booking link. Responses go to the front desk for scheduling.
Dental · Med Spas & Salons · low complexity
New buyer and seller leads get an immediate, conversational text that asks timeline, area (e.g. Ballantyne, Fort Mill, Mooresville), price range and financing status. Hot leads go to the agent right away. Everyone else enters a long-term nurture with new listing alerts.
Real Estate · medium complexity
For standard, priced services (recurring cleaning, lawn care, pest control, gutter cleaning, pressure washing), a website chat assistant asks the questions needed to price the job (home size, frequency, add-ons), gives a price range from the company's actual rate card, and books into the schedule.
Home Services · Cleaning Services · Lawn Care & Pest Control · medium complexity
Before spring cooling and fall heating seasons, the system finds members due for a tune-up and customers whose plans are about to expire. It sends personalized texts and emails with self-booking, and an AI assistant handles replies and rescheduling.
HVAC · Plumbing · Home Services · Lawn Care & Pest Control · low complexity
Calls and web chats outside office hours are answered by an AI or AI-plus-human intake service. It collects the matter type, key dates, opposing party names (for conflict checks) and contact details, books a consultation if the matter fits the firm's practice areas, and politely refers out if it doesn't. No legal advice.
Law Firms · medium complexity
Reminders go out with an easy reschedule option and a clear deposit or cancellation policy. After each visit, clients get a 'book your next appointment' text timed to their usual interval. Lapsed clients get a win-back message. AI handles reschedule texts in conversation.
Med Spas & Salons · Gyms & Fitness Studios · low complexity