Do we need a new CRM?
We first review where your team records inquiries and quotes. A reliable trigger may be possible without a full migration. A designed CRM pipeline is separately scoped.
Follow up when a project needs the next step
A good follow-up message has a reason to arrive. We build short email and SMS workflows around your actual sales events, so prospects receive a useful next step and your team stays responsible for the conversation.
Map a follow-up pathA focused service for U.S. security integrators.
Useful moments to follow up
We select a small number of messages that match what the customer is already doing.
01
New project inquiry
Acknowledge the request, set an expectation for a human reply, and notify the person who should take it. The lead-recovery offer covers one specific missed-call and web-inquiry path; broader sequences are scoped here.
02
Appointment or site visit
Send a confirmation or reminder with the practical details the customer needs. Give them a clear way to reschedule or speak with your team.
03
Estimate awaiting a decision
When a quote has actually been sent, ask a useful follow-up question or remind your salesperson to call. Stop the sequence if the prospect replies or the opportunity closes.
What a scoped build includes
- One agreed event and audience per workflow
- Short, approved messages and sending schedule
- Reply routing and a human owner
- Opt-out handling and stop rules
- Live tests before messages go to customers
We quote the number of workflows, data cleanup, connections, usage, and ongoing care before work begins.
Promotions need their own permission
Service and appointment messages are different from promotional offers. We only plan promotional email or SMS to contacts whose applicable consent and preferences permit it, with a way to unsubscribe or opt out. We do not turn an old contact list into a bulk campaign by default.
This service does not include paid ads, social-media management, or managed SEO.
Make the system useful without making it noisy
Start
Use a reliable status
We confirm that the inquiry, booking, or estimate event is recorded correctly before it can trigger a message.
Send
Keep the copy specific
Messages identify the business and give a relevant next action. Your team approves the content, timing, and channel.
Stop
Listen for a reply
A response, booking, opt-out, or closed project stops the wrong reminder. Someone on your team remains accountable for the reply.
Questions before setup
Can you message all our past contacts?
We need to review the source and permission status of the list first. A contact appearing in a CRM is not, by itself, permission for promotional texts or email.
What does it cost?
Pricing is quote-based until the trigger, message paths, volume, provider costs, and support are known. The published lead-recovery price covers its defined first-response path only.
Show us where follow-up falls through.
We’ll map one useful sequence and identify the information needed to price it.