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Sales Agent
Lead Follow-Up Agent
Picks up every new lead within minutes, qualifies them with the right questions, and runs a smart follow-up sequence until they book or opt out — without your team chasing.
Live Sample
From new lead to booked call, in 3 steps
Every lead, every channel. Same workflow. While your team is on a job site, the agent is already moving the next deal forward.
Step 1. New lead lands — agent picks it up immediately
Website Form · 2 minutes ago
Sarah Mitchell
“Looking for a quote on a kitchen remodel. Roughly 180 sq ft. Hoping to start next month if budget works.”
Step 2. Agent qualifies by SMS — in your voice
Hi Sarah — thanks for reaching out about the kitchen reno! Quick few questions so I can get the right person on a call with you. Do you already have a design picked, or starting from scratch?
Mostly from scratch. Have a few Pinterest ideas though.
Perfect — we love that starting point. What’s a comfortable budget range for you, ballpark? And when works for a 20-min call this week
Step 3. Smart sequence runs until they book — or politely opts out
Day 0
Qualifying SMS sent · budget + timeline captured.
Day 1
No call booked yet → gentle nudge with link to calendar.
Day 3
Email recap with 2 portfolio photos that match her style.
Day 4
Booked. Call locked for Friday 2:00 PM. Owner notified.
Why This Matters
Stop losing leads to slow follow-up
First touch in minutes
Industry data is consistent: respond within 5 minutes and contact rates jump dramatically. The agent does it every time.
Real qualification
Budget, timeline, scope — the questions you wish your team always asked. Captured before the call so you walk in ready.
Multi-touch, not annoying
Spaced sequence by SMS + email, with portfolio links and gentle nudges. Stops the moment they book or opt out.