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🀝 AI Follow-Up & CRM β€” Built Live on a 1-Hour Screen-Share Call

Automated Follow-Up That Nurtures Leads for 365 Days

Automated follow-up that nurtures leads for up to 365 days β€” and upsells existing clients β€” using text, email, voicemail, and press-1 connect calls.

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$0 due today Β· $297/mo after trial Β· no contracts Β· cancel anytime

"Most leads don't buy right away. Long-term nurturing is where the hidden revenue lives."

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Of automated lead nurturing
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Text, email, voicemail & calls
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Built live on your onboarding call
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Following up while you work
What Is a Follow-Up Funnel?

Every Lead Gets Followed Up β€” Automatically

A Follow-Up Funnel is an automated system that contacts and nurtures your leads over time across multiple channels until they respond, book, or buy. It also re-engages past customers with timely upsell offers β€” so you increase revenue without extra staff.

  • βœ“Reply instantly when a lead comes in (even if you're busy)
  • βœ“Keep following up for up to 365 days until they're ready
  • βœ“Re-activate old leads that went cold months ago
  • βœ“Upsell existing customers automatically (more revenue per client)
  • YB
    Your Business
    ● Auto-replying for you
    Today Β· 2:14 PM
    Hi, I filled out the quote form on your website.
    Lead Β· 2:14 PM
    Hey Sarah, it's Apex Plumbing β€” saw your request. Want to book a quick time?
    Auto-reply Β· 2:14 PM βœ“
    Day 30 check-in
    Hey Sarah, still interested in a water heater replacement? Happy to get you a quick estimate.
    Auto follow-up Β· 9:02 AM βœ“
    Yes! Perfect timing β€” can we book this week?
    Lead Β· 9:11 AM
    How It Works

    Four Simple Steps From Lead to Conversion

    Everything is tracked in one inbox and logged to the CRM automatically.

    1

    Event Happens

    New lead, missed call, job completed β€” any trigger you choose kicks off the funnel.

    2

    Immediate Response

    Text + email sent in seconds, so you're always the first business to respond.

    3

    Multi-Touch Follow-Up

    Texts, emails, and voicemails keep the conversation alive until they answer.

    4

    Conversion Event

    A reply, booking, or purchase β€” the funnel stops automatically the moment it works.

    365-Day Nurture Engine

    Stay Top-of-Mind for a Full Year

    Most leads need multiple touches and the right timing. We set up long-term follow-up sequences that keep you top-of-mind β€” from the first five minutes to twelve months out.

  • ⚑Day 0–7 β€” Fast response + appointment push
  • 🀝Week 2–8 β€” Trust-building follow-up and reminders
  • πŸ”„Month 3–12 β€” Light-touch nurture to re-activate cold leads
  • 0
    Day 0–7
    Fast Response + Appointment Push
    Instant text + email, voicemail if no reply, booking link included.
    2w
    Week 2–8
    Trust-Building Follow-Up
    Check-ins, reminders, and answers to common questions.
    3m
    Month 3–12
    Light-Touch Nurture
    Gentle reminders every few weeks to re-activate cold leads.
    *Example timeline β€” customized for your business
    Upsells for Existing Customers

    Your Current Customers Are the Easiest to Sell To

    We can trigger upsell campaigns based on time, tags, pipeline stage, or purchase events.

    🧰
    Trigger: Job Done

    After Job Completion

    Maintenance plan or add-on offer goes out automatically the moment a job is marked complete.

    πŸ“†
    Trigger: Time

    30/60/90 Days Later

    Friendly check-in + upsell at exactly the right intervals β€” no one on your team has to remember.

    πŸ‚
    Trigger: Season

    Seasonal Campaigns

    Limited-time offer reminders timed to your busy (and slow) seasons.

    πŸ’΅ More repeat business πŸ“ˆ Higher lifetime value per customer 😌 Automated follow-up without awkward sales pressure
    Channels Included

    Multi-Channel Follow-Up That Meets Leads Where They Are

    πŸ’¬

    SMS Text Follow-Up

    Instant text responses to new leads, two-way texting so prospects can reply, plus business-hours and after-hours rules.

    πŸ“§

    Email Follow-Up

    Automated email sequences for trust + education. Reminders, confirmations, and nurture emails β€” all branded to you.

    πŸ“ž

    Ringless Voicemail Drops

    Voicemail delivered without ringing. Feels personal, boosts response rates β€” great for reminders and "last touch" follow-ups.

    ☎️

    Press-1 Auto-Connect Calls

    The system calls the lead, prompts them to press 1, and instantly routes the call to you or your team. Best for high-intent leads.

    Smart Automation Features

    Powerful Tools That Work Behind the Scenes

    βš™οΈ Trigger-Based Automation πŸ”€ Multi-Channel Sequencing ⏱️ Smart Delays & Escalation πŸ›‘ Auto-Stop Rules πŸ• Business Hours Logic πŸ—‚οΈ Lead Capture + CRM Logging πŸ”” Notifications & Hot-Lead Alerts πŸ“… Appointment Booking Integration πŸ“Š Pipeline Stage Automation πŸ—“οΈ Long-Term Nurture Scheduling (up to 365 days)
    UP
    Upsell Campaign
    ● Existing customer
    New lead β€” first 5 minutes
    Hey Mike, it's Brightside HVAC β€” saw your request. Want to book a quick time?
    SMS Β· sent in seconds βœ“
    πŸ“§ Email: "Here's what happens next + link to schedule"
    Email Β· auto βœ“
    Existing customer upsell
    We're offering A/C tune-ups this month β€” want the details?
    SMS Β· auto βœ“
    Sure, send it over πŸ‘
    Customer Β· 11:36 AM
    Example Sequences

    Here's How Automated Follow-Up Looks in Action

  • ANew Lead (first 5 minutes) β€” Instant SMS + email with a link to schedule. If no reply: ringless voicemail a few minutes later.
  • BLong-Term Nurture (30–180 days) β€” SMS check-ins, emails answering common questions, and light-touch reminders every few weeks or months.
  • CExisting Customer Upsell β€” SMS offer + email with benefits, limited-time bonus, and a booking link.
  • Every message is customized to your business, your services, and your voice.

    Done For You

    Built Live on Your 1-Hour Onboarding Call

  • βœ“We build your entire Follow-Up Funnel live during your onboarding call
  • βœ“Screen share so you can see everything we set up (no mystery)
  • βœ“100% USA-based onboarding experts
  • βœ“We test it before the call ends β€” test lead β†’ confirm messages β†’ confirm routing
  • βœ“You leave the call with a working system
  • your follow-up funnel β€” built live on screen share πŸ–₯️
    Who This Is For

    Built for Businesses That Run on Leads

    πŸ“₯ Businesses that rely on inbound leads ⏳ Companies with long sales cycles πŸƒ Teams that don't have time to follow up daily πŸ” Businesses that want repeat sales / upsells 🏠 Home services 🩺 Medical 🦷 Dental βš–οΈ Legal πŸ’† Med spas πŸ’Ό Agencies πŸ“ˆ Sales teams
    πŸš€
    Results

    More Conversations, More Bookings

    More leads contacted automatically, faster response times, and more booked appointments β€” from the same lead volume.

    πŸ”₯
    Results

    Cold Leads Come Back to Life

    Re-activated cold leads and fewer lost opportunities, thanks to nurture sequences that never forget.

    πŸ’°
    Results

    Higher ROI Per Customer

    More repeat sales and upsells, a better customer experience, and higher ROI from leads you already paid for.

    FAQ

    Frequently Asked Questions

    Yes. Sequences can run for up to 365 days β€” fast appointment pushes in week one, trust-building touches through week eight, then light-touch reminders every few weeks to re-activate cold leads. The timing is customized to your business.
    Absolutely. We can trigger upsell campaigns after job completion, at 30/60/90-day check-ins, or as seasonal limited-time offers β€” based on time, tags, pipeline stage, or purchase events.
    Nope. Everything runs automatically and every conversation lands in one inbox, logged to the CRM. You'll get hot-lead alerts the moment someone replies β€” just answer your phone.
    Yes. Auto-stop rules end the sequence the moment a lead replies, books, or connects β€” so nobody gets a follow-up text after they've already scheduled.
    Yes. The system can call a lead automatically, play a short message, and prompt them to press 1 to connect instantly to you or your team. It's the highest-converting touch for high-intent leads.
    A USA-based expert builds your entire Follow-Up Funnel live on a 1-hour screen share. We send a test lead, confirm every message, and confirm routing before the call ends β€” you leave with a working system.
    Free for 7 Days

    Ready to Stop Losing Leads and Start Earning More From Every Customer?

    Automated follow-up that works 24/7 β€” built live during your onboarding call.

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    $0 due today Β· $297/mo after trial Β· cancel anytime Β· or call (888) 241-9618

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