Time
Less time on follow-up admin.
No more copying templates. No more manually writing emails. No more setting reminders.
Keep enquiriesmoving to a decision.
Set email follow-up for new enquiries and open quotes, with reminders for calls and site visits. Keep the sales follow-up visible, then hand won work to your job-management software.
Lead submits
Instant estimate sent
New lead sequence
Per category scheduling
Contacted stage
Arrange a site visit
Proposal
Schedule by quote value
Job complete
Handoff to review system
Lead submits
Instant estimate sent
New lead sequence
Per category scheduling
Contacted stage
Arrange a site visit
Proposal
Schedule by quote value
Job complete
Handoff to review system
What you get
Less time chasing.More chances to win.
Keep your business in the conversation without asking your team to remember every next step.
Coverage
Fewer good leads slip away.
New enquiries and proposals get follow-up while your team is busy or out of the office.
Revenue
Less money left on the table.
Keep new enquiries moving, then follow up on proposals while the customer decides.
How it works
From first enquirythrough the sale.
Move leads through the pipeline stages. The follow-up changes depending on which stage the lead is at, and pauses when any interaction is recorded.
01New
- Adaptive copy based on the total number of follow-up emails you choose
- Each lead category has its own timing, schedule, and email copy
Hot leads
"Ready for the next step?"
Warm leads
"Let us know if you need help."
Cold leads
"No pressure, reach out anytime."
02Contacted
- No automated emails sent in this stage
Site visit nudge
Email to book the site visit
Visit confirmed
Booking confirmation email
Before the visit
Reminder email one day before
03Proposal
- Adaptive copy based on the total number of follow-up emails you choose
- Set different timings and schedules based on quoted values
Under $5k
3 emails, 7 days apart
$5k–$20k
4 emails, 10 days apart
Over $20k
4 emails, 14 days apart
04Won + Job Complete
- Hands off to our automated review system
Professional follow-up
Less time on admin.More time for real work.
Keep your team's attention on customers and jobs, not reminders and repeat emails.
Professional Plan