Automations

Ask every happy customer for a public Google Review right after their visit. Low ratings are routed to private feedback so you catch issues before they go public.

Send a confirmation the moment a visit is booked, then a 24-hour reminder and a 2-hour final reminder with a one-tap confirm or reschedule link.

The instant a call goes unanswered, text the caller back so they never feel ignored — and capture the lead before they dial a competitor.

Reply to every new lead within seconds, 24/7. A personal instant acknowledgment dramatically lifts contact and booking rates.

Automatically chase un-contacted leads on Day 1, Day 3, and Day 7 with warm, value-first messages — then mark them for a human call.

When a customer no-shows, automatically offer a friction-free way to rebook — same day if possible — without making them feel guilty.

Keep sent quotes warm with a check-in, a value reminder, and a gentle close — so quotes stop silently expiring.

Send a friendly payment reminder on issue, a due-soon nudge, and an overdue follow-up with a one-tap pay link.

A day after a job, ask how everything went, request a review, and invite a referral — turning one job into more.

Celebrate customers on their special day with a warm, personal message — perfect timing for a loyalty offer or rebooking nudge.

Win back customers you haven't seen in 90+ days with a warm 'we miss you' sequence and a time-limited comeback offer.

Fire a timed promo blast for any season — Black Friday drops, Christmas gifts, or end-of-financial-year offers — with a teaser, the drop, and a final call.

Fill last-minute cancellations or empty calendar spots with an instant flash offer that goes only to nearby, opted-in customers.

Drive attendance for events and webinars with a save-the-date, a 24-hour reminder, a 1-hour 'starting soon' push, and a 'here's the replay' follow-up.

Fire a reactive campaign off real-world events — 'storm coming? book your gutter clean' or 'heatwave? service your AC' — to the right audience the moment conditions hit.

Wheel of Fortune spin-to-win reminder — nudge contacts who haven't claimed their spin with a time-limited offer link before it expires, then a final last-call.

When someone no-shows a booked consult or webinar, offer a friction-free way to rebook the same day — a warm 'want to grab another time?' — before they lose momentum.

Someone started booking but didn't finish. Nudge them within the hour with a one-tap link back to the exact step they left — before they bounce to a competitor.

60 days after a quote is marked lost, check in with a warm 'still need this done?' — a fresh angle and a time-limited offer can bring dead deals back to life.

Recurring service nudges for cars, HVAC, dental, or pest control — 'your 6-month service is due' — timed to each customer's last visit so they come back on schedule.

Renewal reminders at 14, 7, and 1 day before a membership or subscription expires — with a one-tap renew link so nobody lapses by accident.

When a card is declined, text a one-tap link to update payment details and keep the subscription or invoice from failing silently.

A warm day-0 welcome, day-3 tips to get value fast, and a day-14 check-in to catch any issues — so new customers stick around instead of churning early.

When a slot opens from a cancellation, text the waitlist — first to reply YES gets it. Fills empty chairs instantly without a manual scramble.

A simple 'rate us 1–5' after each job. Scores 1–3 alert the owner to catch issues fast; 4–5 get a thank-you. Kept separate from review requests so it never reads as review gating.