AI & Follow-Up Setup

Lead follow-up and missed-call workflows

Capture enquiries, get notified, and follow up promptly with agreed email or SMS workflows — including missed-call text-back where supported, so no enquiry slips through unanswered.

A phone showing a missed call and a text-back message

Who this suits

For tradies who miss calls while on the tools

A missed call is often a missed job. When you can't pick up, an agreed workflow can send a text back, capture the enquiry, and follow up — so the lead knows you've received it and you don't lose it to the next tradesperson they call.

Proposed scope, subject to compatibility and testing

Enquiry capture and notifications.
Agreed email or SMS follow-up workflows.
Missed-call text-back where supported.
Human escalation for anything the workflow can't handle.

What you supply

To work effectively within your systems, we'll need agreed access and information.

Your preferred follow-up timing and wording
Where notifications should be sent
Phone number access where missed-call text-back is needed

Illustrative example

A plumber misses a call while under a house. The caller gets an automatic text: "Hi, we're on a job right now — what do you need help with?" Their reply is captured as a lead and flagged for follow-up, so the enquiry isn't lost to the next listing they tap.

What's included

Enquiry capture and notifications
Agreed email or SMS follow-up workflows
Missed-call text-back where supported
Human escalation path

Boundaries & exclusions

Guaranteed response times or guaranteed bookings
Unlimited SMS or email (usage charges apply separately)
Workflows on platforms that don't support the feature
Replacing human judgement on complex enquiries

These are rule-based automation workflows, distinct from AI functionality. Missed-call text-back is subject to platform support and testing. Usage charges for SMS, calls and email are separate from the implementation fee.

FAQs

Questions about lead follow-up

Does missed-call text-back always work?+

It works where the platform and your phone setup support it. We confirm compatibility and test it during setup.

Are SMS costs included?+

No. SMS, call and email usage charges are separate from the one-off implementation fee. We'll explain the likely usage costs before you commit.

Is this the same as the AI assistant?+

No. These are rule-based automation workflows (if/then). The AI assistant answers open questions from approved information. They can work together.

Related services

AI Enquiry AssistantAnswer questions the workflow routes in Booking AutomationTurn followed-up leads into bookings CRM SetupOrganise captured leads

Request an AI setup quote

Book a discovery call to scope lead follow-up and missed-call workflows.

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