Automation playbooks
Every task your agency can automate and sell.
Each playbook covers what the automation does, how it works, and how to sell it, with a live AI demo you can send prospects before the first call.
Automate Missed Call Text Back
62% of callers who go to voicemail never call back. A missed-call text back agent fires an SMS within 60 seconds of any missed call, starts a qualifying conversation, and books the appointment — all while the business owner is still on the other line.
Automate Appointment Booking
Manual appointment booking eats hours every week and still results in double-bookings and no-shows. An AI booking agent handles the full intake, checks real-time calendar availability, and confirms the appointment via SMS — for any local service business.
Automate Lead Follow-Up
The average sales rep follows up 1.3 times. Studies show it takes 5–8 touches to convert. An AI lead follow-up agent sends the right message at the right interval — call, text, email — until the lead books, buys, or explicitly opts out.
Automate Lead Reactivation
Every business has hundreds of dead leads in their CRM — people who inquired, got busy, and forgot. A lead reactivation agent wakes them up with a personalized message referencing their original inquiry, often converting 5–15% of a dead list into booked appointments.
Automate No-Show Recovery
No-shows cost service businesses 10–20% of their revenue. An AI no-show recovery agent detects a missed appointment, immediately reaches out to reschedule, and simultaneously texts the waitlist to fill the open slot — turning a loss into a recovered booking.
Automate Review Collection
90% of customers will leave a review if asked at the right moment — but most businesses never ask. An AI review agent sends a personalized request via SMS 2 hours after job completion, achieving 4–8× the review rate of manual requests.
Automate Appointment Reminders
No-show rates drop 40–60% with two well-timed reminders. An AI reminder agent sends confirmations at booking, 24h before, and 1h before — and handles replies to reschedule or cancel without any staff involvement.
Automate Inbound Call Answering
A human receptionist costs $35,000–$50,000/year and only works 8 hours a day. An AI voice receptionist answers every call 24/7, qualifies the caller, books the appointment, and handles FAQs — for under $500/month billed to the client.
Automate New Client Intake
Manual intake forms and phone-tag delays lose 30–50% of new client leads before the first appointment. An AI intake agent guides every new prospect through qualification, document collection, and scheduling in a single automated conversation.
Automate After-Hours Answering
40% of service inquiries happen outside business hours — evenings, weekends, and holidays. An AI after-hours agent captures every one of them, qualifies urgency, books emergency or next-day appointments, and notifies the owner only when a human is actually needed.