Automations
The follow-ups and busywork, handled automatically.
- Reminder sent automatically · 9:00am
- Your business texts:Hi Priya, a reminder from Bright Smile Dental: your cleaning is tomorrow at 10:00am. Reply C to confirm or R to reschedule.Sent automatically · 9:00am
- Caller replies:C
- Your business texts:Thanks, you're confirmed. See you tomorrow at 10:00am!
- Marked confirmed in your calendar
Follow-ups fall through the cracks.
You mean to text back that lead, send the reminder and check in with the customer you haven't seen in months. Then the day gets busy.
No-shows leave holes in your schedule. Quotes go out and nobody follows up. Good customers drift away because no one asked them back.
Automations do the follow-up for you, every time, using the tools you already have.
What's included.
Everything below is set up for you. You review it and approve it before it goes live.
- Appointment reminders and no-show recovery
- Lead follow-up sequences by text and email
- Quote and intake forms that flow into your CRM
- Rebooking and win-back campaigns
- Connections to tools you already use, like your calendar, POS, CRM or QuickBooks
- Scoped to your business, one workflow at a time
How it works.
Find the leak
We look at where customers slip through, like no-shows, slow quote follow-up or nobody rebooking.
Pick one workflow
We start with the fix that should help most, and give you a fixed price for it.
Build and connect
We set it up with your calendar, booking tool or CRM, and you approve every message before it goes out.
Watch and adjust
We check how it's working, tweak the timing and wording, and add more only if it pays off.
What it costs.
Starting prices, in writing. Your proposal gives a fixed price before any work starts.
- from $500setup
- $99/momonthly
Month-to-month. No long contracts. See all pricing
Best for.
- Dental & MedicalDentists, orthodontists, chiropractors, med spas and small clinics
- Home ServicesHVAC, plumbing, electrical, roofing, landscaping and handyman services
- Salons & SpasHair salons, barbershops, nail salons, day spas, lash and brow studios
- Auto RepairAuto repair shops, tire shops, oil change, smog check, body and detail shops
Common questions.
Do I need new software?
Usually not. We connect to what you already use, like your calendar, booking app or CRM. If you need something new, we explain why and set it up for you.
Will customers get spammed?
No. You approve every message and how often it goes out. People can reply STOP at any time, and we keep texts short and useful.
What can you automate?
Most repeat tasks that follow a pattern: reminders, follow-ups, review requests, intake forms and rebooking. If it needs a judgment call, we keep you in the loop.
Why is pricing scoped per workflow?
Every business is set up a little differently. Pricing each workflow keeps it simple. You pay for what you use, and you can add more later.
Can I turn an automation off?
Yes. Ask and we'll pause or change it, usually the same day. Monthly services are month-to-month.