Planned
Follow-Up Automation
Planned, not available yet. A consistent response to every new inquiry, with qualification and routing to the right person.
When it is offered, new inquiries from web forms will get the same prompt first response by email, set up in your own systems and sent under your name, even while your crew is on a job. Unusual cases will go to a person, not a script.
What it will include
- Process setup
- The steps a new lead moves through, set up to match how your business takes work.
- Approved templates
- Every message is written down and approved by you before it is used.
- Routing rules
- Which leads go to which person on your team.
- Escalation
- Urgent or unusual inquiries are handed to a person, with the conversation so far.
- Monitoring
- We will watch for failed or missed responses and report what we find.