Inconsistent follow-up costs service businesses more than most realize. This agent automates reminders, check-ins, and nurture sequences so nothing falls through the cracks.
$3,500 · Live in 5 business daysService businesses with long or multi-step sales cycles, recurring clients, or teams that struggle to maintain follow-up consistency across proposals, onboarding, and renewals.
Every proposal and renewal gets followed up on time, automatically. No more revenue lost to forgotten threads.
Kickoff call: we map your follow-up gaps, client stages, and messaging tone
Build: sequence logic, message templates, and CRM triggers configured in your accounts
Test: sample contacts run through each sequence, we review timing and messaging together
Launch: go-live with monitoring, deployed in 5 business days
We configure around your current stack. Common tools for this agent include:
Messages are written in your voice and reviewed during setup. They read like something you'd send yourself, not like a chatbot.
Yes. We segment by service type, deal stage, and client lifecycle so each sequence is relevant to where that contact actually is.
No. You define approval levels, guardrails, and escalation rules before launch. You can set any sequence to draft-only if you want to review before sending.
Yes. Everything is built in your accounts. You own the workflows, templates, and integrations outright.
You get 14 days of post-launch support included. After that, Monthly Optimization keeps everything tuned and monitored for $500/mo.
Performance monitoring, message tuning based on reply and conversion data, sequence adjustments, and a monthly review call.