Automations
We set up workflows that do the repetitive follow-up for you: replying to new leads, reminding clients about appointments and payments, and keeping everyone updated as work moves forward.
Who it’s for
Teams that lose leads to slow replies or spend hours each week sending the same messages.
What’s included
- Instant replies and routing for new inquiries
- Text and email sequences for follow-up, reminders and reviews
- Status updates sent to clients as work moves through each stage
- Opt-in, opt-out and quiet-hours handling for texts and email
- Reporting on what was sent and what came back
How it works
- Pick the two or three messages that cost you the most time
- Write and approve the message templates
- Switch on each workflow once its accounts and consent are in place
- Review results and adjust
What you own
Templates, contact lists and message history belong to you. Messaging accounts are set up in your business’s name.
Pricing
Quoted per engagement after a short discovery call, or included in a package. Every quote is written down and agreed before work begins.
Questions
- Do texts need special registration?
- Business texting in the US requires carrier registration of your brand and campaign. We handle the paperwork with you.
- Can automations be added later?
- Yes. Most clients start with a base package and add automations once the basics are running.