Set It and Forget It—Convert Leads on Autopilot
Automated Follow-Up Sequences
Pre-written professional emails automatically sent at Day 2, 7, and 14 after initial quote. Never forget to follow up. Convert leads who need more time to decide.
How it works:
- Customer requests quote
- Day 2: Installation benefits email
- Day 7: Social proof and testimonials
- Day 14: Final opportunity email
- You can stop it at any time
Smart Features
- Adjusts tone based on lead status
- Respects “Do Not Contact” status
- Includes personalization (name, vehicle)
- Works 24/7, even when you’re busy
Customizable Email Templates
Edit email content, timing, and personalization to match your brand voice. Sound like yourself, not a robot. Build genuine connections.
Template editor features
- Visual editor (no coding needed)
- Merge fields for personalization
- Preview before sending
- HTML and plain text versions
- Mobile-responsive previews
Sequence Timing Control
Set exactly when each follow-up email sends. Full control over timing. Match your sales process. Send emails when customers are most likely to engage.
Timing options:
- Day 2 (default: installation benefits)
- Day 7 (default: social proof)
- Day 14 (default: final opportunity)
- Custom: Set any interval you want
Advanced options:
- Enable/disable individual templates
- Set different sequences for different lead statuses
- Pause all sequences temporarily
- Manual send option
