HM

Close AI

Follow-ups

The AI follows up on every proposal and no-show so nothing goes cold.

Proposal follow-up

After proposal sent · 6 active
1 Proposal email · 3 min after call2 Recap video · 2h3 Case study email · day 14 SMS check-in · day 25 Adam call task · day 36 Breakup email · day 7

Next scheduled

  • Pulse Fitness Club

    Case study email #2: CrossFit gym, 84 trials in 30 days

    Tomorrow 09:00

  • Sterling Cosmetic Clinic

    SMS: 'Did the proposal land OK, Dr. Sato?'

    Today 17:00

  • Northfield Roofing

    Adam call task: discuss 3-month term

    Today 15:00

No-show recovery

Prospect misses call · 3 active
1 SMS · 2 min after no-show2 Auto-rebook link email · 10 min3 Call from AI · 1h4 SMS · day 15 Final email · day 3

Next scheduled

  • Morrison Builders

    Reminder SMS for rebooked 14:00 call

    Today 13:30

  • Castle Kitchens

    Final email: 'Should I close your file?'

    Fri 10am

Long-term nurture

Deal lost / not now · 11 active
1 Monthly results email2 Quarterly case study3 Re-engage call · day 60

Next scheduled

  • Bolt Electrical

    Monthly results: Apex Electrical Services case study

    Oct 1