Capability
Persistence is the whole advantage.
Most local jobs are won somewhere between the fourth and seventh touch. The agent never forgets, never gets bored, and never lets a warm lead go cold in your inbox.
The 80% of your pipeline nobody ever calls back.
- Touches before a lead is retired
- 4–7
- No-show re-booking attempt
- Same day
- Opt-outs honoured across channels
- 100%
Behaviour-timed
Before they shop around
Shared suppression list
What the agent does
Follow-up & nurture, in detail.
Five things this capability actually does, and the reason each one matters to a local service company.
Scheduled persistence
The next touch is always on the calendar until the prospect buys, dies or opts out — and it is timed to the prospect's behaviour, not a fixed drip.
Channel rotation
Call, voicemail, text and email rotate so you are not the vendor who only emails and wonders why nobody answers.
Seasonal triggers
Re-engages at the moment your trade actually gets busy — before the first freeze, before storm season, before the spring rush — instead of on an arbitrary schedule.
No-show recovery
If a booked job does not happen, the agent re-books it the same day, before the prospect has time to call somebody else.
Unsold-quote revival
Last quarter's dead quotes get worked again on a schedule, with a new reason to talk and updated pricing.
Consent discipline
Opt-outs are honoured immediately and permanently, across every channel, with the suppression list shared between calling and email.
What it replaces
The work you are doing now.
Every capability has to earn its place by taking real work off somebody's desk. Here is what this one takes.
- The follow-up you meant to do on Friday
- Leads that went cold because nobody circled back
- A drip campaign that sends the same email forever
- No-shows you never re-booked
How it runs
The sequence, step by step.
- 01
Build the ladder
Every lead gets a follow-up ladder matched to its stage — new lead, quoted, no-show, past customer, dead quote.
- 02
Rotate the channel
Calls, voicemails, texts and emails rotate on a rhythm that keeps you present without becoming a nuisance.
- 03
React to behaviour
An email open, a link click or a missed call reschedules the next touch to the moment attention is highest.
- 04
Escalate the hot ones
Anything that looks like buying intent is pushed to you immediately rather than waiting for the next scheduled touch.
- 05
Retire with a reason
Leads are only retired with a recorded reason, so the pipeline stays honest and the report stays useful.
What we need from you
- Your CRM or lead source access
- Your approved text and voicemail language
- Any seasons or blackout windows in your trade
Sample dispatch log
- No-show re-booked · today 16:00 · Kyle, TX
- Touch 5 · text · clicked pricing link
- Hot signal · 3 opens in 10 min · escalated to owner
- Dead quote revived · 92 days old · new angle
- Opt-out honoured · all channels suppressed
- 38 leads worked today · 4 conversations · 2 booked
Expected outcomes
What this capability is built to produce.
Modelled from the agent's configured throughput for a mid-size metro, not from client results. Your numbers depend on your trade, ticket size and capacity.
4–7
Touches before a lead is retired
Behaviour-timed
Same day
No-show re-booking attempt
Before they shop around
100%
Opt-outs honoured across channels
Shared suppression list
Objections
The pushback this one gets.
Won't people get annoyed?
The ladder is behaviour-timed and channel-rotated, and every touch carries a one-word opt-out. In practice prospects opt out far less than they do from a fixed weekly blast.
Isn't this just a drip campaign?
A drip campaign sends the same message on a timer. This reads the record — what the prospect said, what they were quoted, what they opened — and picks the next touch from that.
What if I want to stop it for a customer?
One switch on the record pauses all follow-up for that contact, and the suppression carries across calling and email.
Put follow-up to work in your market.
Twenty minutes on the phone and we will tell you what this capability would produce in your trade, in your service radius, before you spend anything.