Industries
Every industry has the same four jobs: reply, follow up, onboard, report
Inquiries coming in, follow-up going out, new clients getting started, and a clear view of how it is going. The details change by industry. The setup underneath stays the same.
01 · Inbound
Estimate requests with photos, calls from job sites answered by an AI receptionist, after-hours emergencies
answered in seconds
02 · Outbound
Follow-up on open estimates, seasonal maintenance reminders, review requests after the job
followed up on schedule
03 · Onboarding
Scheduling, deposit and e-signed estimate, crew and materials checklist
sent in order
04 · Monthly overview
Reply speed, estimates sent, close rate, revenue by service
reviewed with you
- Inbound
- Estimate requests with photos, calls from job sites answered by an AI receptionist, after-hours emergencies
- Outbound
- Follow-up on open estimates, seasonal maintenance reminders, review requests after the job
- Onboarding
- Scheduling, deposit and e-signed estimate, crew and materials checklist
- Monthly overview
- Reply speed, estimates sent, close rate, revenue by service
- Inbound
- New-patient requests, insurance questions, calls during busy front-desk hours
- Outbound
- Recall and hygiene reminders, no-show rebooking, treatment-plan follow-up
- Onboarding
- Intake forms before the visit, confirmations, directions and what to bring
- Monthly overview
- New patients booked, show rate, recall completion
- Inbound
- Consultation requests sorted by practice area, conflict-check details up front
- Outbound
- Follow-up on unsigned engagement letters, document requests, deadline reminders
- Onboarding
- Engagement letter, intake questionnaire, document upload, kickoff call
- Monthly overview
- Consults booked, signed engagements, time to first meeting
- Inbound
- Quote requests, policy questions, referral introductions
- Outbound
- Renewal reminders, cross-review outreach, recruiting follow-up for growing teams
- Onboarding
- Applications and forms, document collection, welcome sequence
- Monthly overview
- Quotes requested, appointments kept, policies placed, recruiting pipeline
- Inbound
- Showing requests, tenant inquiries, maintenance requests
- Outbound
- Lead nurture over months, open-house follow-up, lease renewal reminders
- Onboarding
- Applications, screening steps, move-in checklist
- Monthly overview
- Showings booked, applications, time to lease
- Inbound
- Applications from job boards and the careers page, candidate questions
- Outbound
- Callbacks to applicants who asked, interview reminders, re-engaging past candidates
- Onboarding
- Offer, paperwork, first-day details, check-ins in week one
- Monthly overview
- Applicants, interviews held, show rate, hires
- Inbound
- Demo and proposal requests, qualification questions before the call
- Outbound
- Proposal follow-up, renewal and upsell reminders, re-engaging closed-lost deals
- Onboarding
- Contract, kickoff scheduling, access and asset collection
- Monthly overview
- Pipeline by stage, proposal win rate, time to kickoff
- Inbound
- Tour and trial requests from the website, calls answered by an AI receptionist after hours, class questions
- Outbound
- Trial follow-up, card update reminders after a failed payment, freeze and renewal reminders, win-back for lapsed members
- Onboarding
- Membership agreement and waiver signed online, welcome and first-30-days check-ins, first coach session booked
- Monthly overview
- Tours booked, trials started, new members, failed payments recovered, members kept
- Inbound
- Appointment bookings, questions about services and hours, gift card inquiries
- Outbound
- Appointment reminders, rebooking reminders, win-back messages, birthday notes for clients who opted in
- Onboarding
- Intake or consent forms before the first visit, a welcome message, a reminder the day before
- Monthly overview
- Bookings, no-shows, repeat visits
How it connects
Workflows we build in every industry
events routed 0 avg reply — humans needed 0
events routed 0 avg reply — humans needed 0
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