Welcome Message & Follow-Up Sequences

Welcome Message + Follow-Up Sequences

Every new lead gets an instant reply and a follow-up — automatically.

Instant SMS & Email

Missed-Call Auto Text

7-Day Nurture Sequence

The Problem

The Gap

Leads come in through your forms or phone lines, but they go cold because nobody follows up fast enough, or at all. When an owner is up on a roof or managing a crew, hours pass before anyone returns an estimate request. By then, the prospect has already booked another service.

What's Included

Deliverables

Instant lead confirmation: Automatic text and email confirmation sent within seconds of any estimate or quote form submission.
Missed-call text-back: If a call goes unanswered, an immediate text message fires: "Sorry we missed your call! How can we help you right now?"
Multi-day follow-up sequence: A polite, 2-3 message follow-up sequence over the following week for anyone who hasn't scheduled an estimate yet.
Team alert notifications: Instant SMS notifications sent straight to the owner or office dispatcher with the lead's contact details and trade requirements.

How It Works & Built With

Mechanism

Automated workflow system triggered by any new lead. The system watches your forms, missed phone calls, and chat widgets. The millisecond an event occurs, it triggers an SMS and email chain that engages the homeowner instantly and guides them straight into booking an appointment.

Expected Impact

Outcome

Leads stop going cold — every one gets a real, timely follow-up without manual work.

Pairs Well With

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