Every form lead gets four qualifying questions by text; only serious jobs reach the owner.
Try it · based on the source's workflow
When a new lead form arrives from [source], text the lead within one minute: introduce yourself as [name] from [company], then ask these four questions one at a time: roof type and age, leak or full replacement, property address, and timeline. If the job is over [minimum job size], offer two site-visit times from my calendar [link] and book their pick. Notify me on [Slack or email] only for booked visits or jobs over [amount]. Show me the full conversation script first for approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Five agents took a 15-hour weekly grind to zero, at about $20 a day in compute.
Try it · based on the source's workflow
Run my weekly prospecting pipeline in five steps and show me each output before anything sends: 1) Find [number] prospects matching [ideal client profile] from [sources]. 2) Draft a personalized 3-email sequence for each using [my offer and tone examples]. 3) Send only the sequences I approve. 4) Classify replies as interested, not now, or no, and draft follow-ups for the interested ones. 5) For hot replies, offer my booking link [link] and log everything in [CRM]. Report time and cost per run.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Three silent clients flagged on day 17; one turned into an $800 project.
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Look at my task list, sent emails, and client notes in [where they live]. List every client who has not replied in more than [10] days, with the last thing I sent and what is still open with them. Draft a short, polite check-in for each in my voice, using my sent emails as the style guide. Do not send anything: show me the list and the drafts for approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Contact rates doubled, and one HVAC customer reports revenue up over 20%.
Try it · based on the source's workflow
When a new lead arrives from [source], respond within one minute on [channel]. Introduce yourself as [name] from [company], ask these qualifying questions: [list], and score the answers against [criteria]. If qualified, offer slots from [calendar], book the meeting, and log the lead and conversation in [CRM]. If not qualified, send this polite closing: [paste]. Notify me only about booked meetings and any conversation that goes off script.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A roofing owner's agent turned missed calls into 26 booked sales appointments in 30 days.
Try it · based on the source's workflow
You answer calls for [business name], a roofing company, when the team cannot pick up. Greet the caller, ask what they need (repair, replacement, inspection, leak), collect their name, address, and callback number, and check the calendar for the next available sales appointments. Offer two options and book one. Before confirming any booking, read the details back to the caller and confirm. Send a summary of every call to [owner email] the same day.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
The follow-up volume on getting leads: the four ways anyone finds customers, worked out in plain language with numbers. The promote half of the playbook.