Best fit
- Quote-based businesses where the close often happens on the second or third touch
- Anyone with a real database of past customers they've stopped talking to
- Owners who dread writing 'just checking in' emails
Customer Follow-Up Automation
Most of the deals you 'lost'
were just forgotten.
Sequenced follow-ups that fire when a lead, a quote, or a past customer hits a stage that needs a nudge — so nothing quietly cools off.
Free 20-min consult — no pitchMonth-to-month after setupYou own your data and content
This is triggered, deal-stage follow-up — sequences that fire when a lead, quote, or past customer hits a specific stage. Looking for scheduled campaigns and newsletters instead? See Email & SMS Marketing →
- 1
The situation
You meant to check in. Then the day went sideways. Then it was a week, then a month, and the quote you sent is now on someone else's job site. Not because your work was worse — because a competitor followed up and you didn't.
- 2
Why it matters
Following up with a lead you already have is one of the cheapest things you can do. Doing it consistently is where most businesses fall apart — and where a small system quietly changes the math.
- 3
How we set it up
We map your funnel — new lead, quote sent, quote quiet, job complete, one year out — and design a touch sequence for each stage. The copy sounds like you, on a cadence that isn't annoying. Real reasons to check in: a seasonal reminder, a project example, a genuine question. When the customer replies, the sequence pauses and a human takes over.
After it's running
Here's what typically changes
01
More deals closed from leads you already paid to get
02
Repeat work from customers who'd otherwise drift away
03
A database that pays for itself
04
One less thing on your mental list
What's included
- Sequence design for the stages that matter in your funnel
- Copywriting in your voice, across text and email
- Trigger logic tied to real customer behavior
- Automatic pause when the customer engages
- Reporting on opens, replies, and closes
Sounds like your business?
A 20-minute consult is the fastest way to know if this is worth doing for you.
Curious if this would fit your business?
A 30-minute conversation is the fastest way to find out. No pitch. Just a look at where you are and what's actually worth fixing.
Schedule a consultationFAQ
Questions owners ask us
Won't it feel spammy?
Not when the copy sounds like you and the cadence is sane. We tune both with you.
What if the customer replies?
The sequence stops. Reply routes to a human. No customer ever gets 'checking in' twice in one week.
Can I run it across text and email?
Yes — most sequences mix both, and add a phone task at the moments that matter.
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Prefer to see the whole picture first?
Most owners look at one service, then step back and ask: how does the whole engagement actually work?
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What are missed calls costing you?
Enter three numbers about your call volume and average job value. The tool returns a monthly and yearly estimate of the revenue those unanswered calls are likely worth.
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The four phases of an engagement
A short walkthrough of how a typical engagement runs — from the first conversation through the setup going live and the monthly review that comes after.
See the processIntroductory call
Book a consultation
Twenty minutes on a call. You describe what isn't working; we give you a straightforward read on the first thing worth changing and whether we're the right people to help.
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