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Lead follow-up automation

Follow-up that runs when your team is busy.

A lead that waits until someone is free is a lead that cools off. We build the sequence inside your CRM and calendar, and we run it. It is part of AI automation, from an AI automation agency, and we run it for you.

Book a walkthrough
Built, deployed and managed.One person scopes it, builds it, puts it live and stays on it.

The demo line is answering right now. Call the Ava AI employee demo and pretend you were just in an accident.

After the lead lands Your rules

First text or email goes out

Reply

Next touch, on the spacing you set

Sequence

Booking link to your calendar

Booked

Rules say stop, task for a person

Handoff
The sequence

What it does

Follow-up from the rules in your CRM. Texts, emails and a booking link. A person gets the task when the rules say so.

The first replyWhen a lead lands, the first text or email goes out on the rules you set, instead of waiting until someone is free.
The next touchesFurther emails and texts, spaced the way you wrote them, until someone replies or the rules say stop.
BookingA link to the calendar you already use, so a time can be booked without a person in the middle.
A person, when the rules say soA task, with the context attached, instead of another message. You draw that line.
Where it starts

Law firms and service businesses

The same sequence, with the questions changed. Intake follow-up often starts on the phone.

For a service business, the lead is a web form, a missed call or a quote that never came back. The sequence picks up inside the CRM and the calendar you already pay for.

For a law firm, intake follow-up often starts with an AI receptionist employee that answers and asks your questions. The work after the call, inside the firm's systems, is AI employees for law firms. This page is the sequence of texts, emails and booking that keeps running when the team is in a meeting.

It does not give legal advice, and it does not decide a matter. When the rules say a person should take it, it stops and hands the context over.

  • Runs from the CRM and calendar you already pay for
  • Texts and emails, on the spacing you approve
  • Books on your calendar, inside the limits you set
  • Stops and creates a task when a person should take it
  • You approve the rules before the first message goes out
Scope, build, run

How we work

Flat setup fee plus flat monthly management. No per minute billing, and no support queue between you and the person who built it. The monthly work is managed AI services.

1

A scope call

Thirty minutes on the follow-up you would hand over. We find what is worth doing first and quote it flat. If there is nothing worth doing yet, we say so.

2

We build it

The sequence, the booking link and the point where a person takes over. You approve every rule before a lead ever sees a message.

3

We run it

Monitoring, changes, and the fixes for when a vendor moves something. You get the founder's cell number, not a ticket queue.

Before you hand anything over

FAQ

If yours is not here, ask it on the walkthrough. You will get a straight answer, including when the answer is that we are not the right fit.

What is lead follow-up automation?

It is the sequence that texts, emails and books from the rules in your CRM, so follow-up still runs when your team is busy. We build it and we run it.

Will it spam people?

No. It sends only on the rules you write: who is contacted, how the touches are spaced, and when it stops. When those rules say a person should take it, it creates a task instead of sending another message.

What CRM does it require?

The CRM you already pay for, when it has a way in. If it does not, you hear that on the scope call before you spend anything. This site does not name a required CRM.

How much does it cost?

A flat setup fee plus flat monthly management, quoted after a scope call. No per minute billing and no per record billing. This site does not publish a dollar amount.

How long to go live?

A real date at the scope call, once the systems involved are known. A first build is small enough to prove in a week.

Who tunes the sequences?

We do, under the flat monthly fee. The person who builds it stays on it, and you approve a change to the rules before it goes out.

Book a walkthrough

Fifteen minutes, straight with the founder

Bring the lead that sits until someone is free. If it is worth doing you get a flat number on the call. If it is not, you will hear that too. Call Ava at (725) 745-7092.

Based in
San Diego, CA

Goes straight to the founder's inbox. No lists, no spam. You will hear back the same day.