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AUTOMATIONS DEMO

Every lead hears back.Even while you’re on a job.

What happens on its own after someone reaches out: the reply, the alert, the booking and the follow-ups. Tap any step to stop and read it.

YOUR WEBSITE · QUOTE FORM

NameJordan Reyes
Mobile(555) 014-2290
ProjectKitchen remodel · 2 photos
Text me about my quote and appointments. (Optional)
Get a free estimate

YOUR CRM

Jordan Reyes New lead
Mobile
(555) 014-2290
Project
Kitchen remodel
Photos
2 attached
Source
Website form
Texts
Said yes on the form

Saved before you even know it came in.

YOUR INBOX · TEXTS WITH JORDAN

New quote requestWebsite form · 2:14 PM
Hi Jordan, thanks for contacting Northline Builders. We got your request and will be in touch shortly. Reply STOP to opt out.
Sent automatically · 2:14 PM
Awesome, thank you!

Only sent to people who ticked the texting box. It’s never ticked for them.

YOUR PHONE

New text · 2:14 PMHey Marcus, you have a new quote request! Jordan Reyes, (555) 014-2290. Open it: link to the lead

Goes to the phone number you choose, the moment the request lands.

ONE TAP LATER

Jordan Reyes New lead
Project
Kitchen remodel
Photos
2 attached
Replied
Yes, at 2:14 PM
CallText

YOUR INBOX · TEXTS WITH JORDAN

2 MINUTES LATER
What service do you need, what is the property ZIP code, and when are you hoping to get started?
Kitchen remodel, 32803. Hoping for March.
Thanks for the details. You can choose an appointment time here: booking link

YOUR CALENDAR

Free estimate · Jordan ReyesTue 9:00 AM · Orlando 32803
Booked by Jordan, on your calendar with all the details.

YOUR INBOX · TEXTS WITH JORDAN

Quote sent · Kitchen remodelThursday · you send it like you always do
1 DAY LATER, NO REPLY
Any questions about your quote? Reply here and we can help.
2 DAYS LATER, STILL QUIET
Just checking once more on your quote from Northline Builders. Let us know if you would like to move forward or have questions.
Let’s do it. When can you start?
Jordan replied, so the follow-ups stop on their own.

No texting yes? The same follow-ups go by email instead.

YOUR INBOX · TEXTS WITH SARAH

Missed call · Sarah KimPast customer · 11:42 AM, while you were on a job
Hi Sarah, this is Northline Builders. Sorry we missed your call. What can we help you with? Reply STOP to opt out.
Sent automatically · 11:42 AM
The back gate you put in is sticking. Could someone take a look this week?
Saved to Sarah’s record. You call back when you’re off the ladder.

Texts only go to people who’ve said yes to texts from you, like customers who ticked the box on your form.

Examples · Northline Builders and its customers are made up

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