Services

Every piece of the follow-up system, explained.

Each service below can stand alone or plug into a complete system built around the tools you already use. Most clients combine several.

Missed Call Text Back

The conversation doesn't die when you can't pick up.

When a customer calls and you miss it, they automatically receive a text within seconds — so they talk to you instead of dialing the next company on the list. Your team gets notified, and the lead gets logged.

  • Instant SMS reply — “Sorry we missed your call. How can we help?”
  • Optional booking link in the first message
  • Internal notification so someone can jump in
  • Every missed call logged as an opportunity, not lost

Missed call · Rick M. · 2:14 PM

Sorry we missed your call! This is ABC Roofing — how can we help?

Hey, I need a quote on a roof repair after the storm.

We can help with that. Want to grab a time here? abcroofing.com/book

Automated Lead Follow-Up

Every lead gets fast, consistent follow-up — without anyone remembering to send it.

New inquiries receive personalized follow-up by text, email, or both. Estimates get chased, quiet leads get nudged, and old leads get re-engaged — automatically.

  • Instant new-lead response by SMS and email
  • Estimate follow-up sequences
  • No-response follow-up that keeps trying politely
  • Long-term nurture for not-ready-yet leads
  • Re-engagement campaigns for old inquiries

New-lead text + email sent

Instantly

Estimate follow-up

Day 1

No-response check-in

Day 3

Long-term nurture begins

Day 14

Direct Appointment Booking

Qualified leads book straight into your calendar.

Stop the back-and-forth texting to find a time. Leads pick a slot, get a confirmation, and receive reminders — so your team spends less time scheduling and fewer appointments no-show.

  • Calendar integration (Google, Outlook, and more)
  • Booking links in texts, emails, and your website
  • Automatic confirmation messages
  • Reminder sequences before every appointment
  • No-show reduction with easy rescheduling

Pick a time — Tuesday, March 12

9:00 AM10:30 AM1:00 PM2:30 PM4:00 PM5:30 PM

Confirmation + reminders sent automatically

CRM & Pipeline Automation

Every opportunity tracked, staged, and assigned — automatically.

Your pipeline stays organized without anyone updating spreadsheets. Leads are routed to the right person, statuses update as things happen, and follow-up tasks create themselves.

  • Lead routing to the right team member
  • Pipeline stages that update automatically
  • Task creation for calls and follow-ups
  • Owner assignment so nothing is unowned
  • Follow-up reminders before leads go cold

New

Roof repair — Rick M.

Gutter quote — Dana W.

Contacted

Full replace — Luis G.

Booked

Inspection — Amy T.

Estimate — Joe P.

Review Request Funnel

Happy customers become public proof — without chasing.

After the job is done, satisfied customers automatically get asked for a review at the right moment. Unhappy customers get routed to a private feedback process instead of a public one-star.

  • Google review links by SMS and email
  • Requests timed to job completion
  • Follow-up reminders for customers who forget
  • Private feedback capture for unhappy customers

Thanks for choosing us, Amy! Mind sharing your experience? It takes 30 seconds: g.page/review

“Fast, professional, and cleaned up perfectly.” — Amy T.

Old Lead Reactivation

The revenue sitting in your old lead list.

Old estimates, unclosed deals, and past inquiries are some of the cheapest revenue you can win. We build campaigns that re-open those conversations and turn old leads into new jobs.

  • Database reactivation campaigns
  • Unclosed-estimate revival sequences
  • Seasonal re-engagement offers
  • Past-customer repeat-business campaigns

Estimate from last spring — no reply

11 months old

Hi Joe — we quoted your fence project last year. We have openings this month if you're still interested. Want an updated price?

Replied “yes” — job booked

Simple Reporting Dashboard

One place to see every lead, follow-up, and booked job.

Know exactly what's happening without digging through inboxes and call logs: which leads are new, who's been contacted, what's booked, and where revenue is being recovered.

  • Lead and follow-up status at a glance
  • Appointment tracking
  • Missed-call recovery counts
  • Lost revenue insights and performance snapshots

128

Leads this month

43

Booked

$38.4k

Recovered

Booked jobs by week

Not sure which pieces you need?

That's what the strategy call is for. We'll look at your lead flow and tell you exactly where automation would pay for itself first.

Book a Free Strategy Call