Follow-Up Sequences

Follow-Up Sequences

Auto sequences fire when a trigger occurs. Manual sequences run on demand. All messages are drafted by Claude in your voice.

New Inquiry
Fires when a new inquiry is captured from the website chat or voice assistant.
ActiveAuto
Trigger: Inquiry captured via chat or voice
Past Client Check-In
Sends a personal note on the anniversary of the last time you worked together.
ActiveAuto
Trigger: Annual — anniversary of completed work
Quiet Contact
Follows up with someone who went quiet after a first conversation.
OffManual
Trigger: Manual trigger after a contact goes quiet
0 ready 0 scheduled 0 sent
No scheduled follow-ups yet. Configure a sequence and trigger it to see items here.