AI/Automation
Example Automations
A Few Automations We Use & Most Business Could Benefit From
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Automated Email Campaign
- 📢 Lost touch with your old audience? Re-engage your existing contacts effortlessly with simple, effective text-based emails that cut through the noise.
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Trouble getting a new clients? Set up an automated email campaign that targets the ideal client type, engages leads, and books appointments for you.
- 💡 Overwhelmed by complexity? Forget learning new platforms—set up and launch your campaigns directly from your existing email account (Gmail, Outlook, AOL, etc.).
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No time to plan reengagement campaigns? Choose from ready-to-use options: single email blasts, a one-week campaign, or a one-month series—done in minutes.
AI Receptionist
- 📞 Missing important calls? Your AI Receptionist answers every call instantly, ensuring no lead or inquiry goes unanswered.
- ❓ Customers asking the same questions? The AI handles common inquiries, providing accurate information without taking up your team’s time.
- 📅 Tired of back-and-forth scheduling? Let the AI book appointments directly into your calendar, making the process seamless for both you and your customers.
- 🔄 Need to transfer calls to a live representative?
The AI can identify when a human touch is needed and transfer calls to the right team member.
Form Submission Follow Up
- 📉 Slow follow-ups costing you leads?
Instantly respond to every form submission via email and/or text, so customers feel valued and engaged from the start.
- 📩 Overwhelmed by follow-ups?
The tool determines customer needs: directing appointment requests to your scheduling link and flagging information requests for a sales rep to handle.
- 🔍 Losing track of conversations? Email responses are sent directly from your account, while text conversations that require further action are summarized for you to take the next steps.
- ⏳ Wasting time on repetitive tasks? Optional customizations allow the tool to handle FAQs, send unofficial cost estimates, and more, reducing your workload.
Automated Calendar
- 📅 Constantly going back and forth with clients about scheduling? Let customers book their own appointments online or via email/text, freeing you to focus on your business.
- 🚫 Are "No Shows" a problem? Automatic reminders sent 72, 24, and 1 hour before appointments (customizable) ensure fewer no-shows and better preparation.
- ✅ Doubting a lead's commitment? You can prompt leads to reconfirm appointments with a simple process, adding another layer of reliability to your scheduling system.
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Struggling with last-minute changes? Get instant notifications for cancellations, and reminders to follow up with those who canceled, so you don’t lose opportunities.