Auto Engagements

Texts and emails that keep chasing the quote after you've moved on to the next job.

Trigger-based automations that move deals forward — review captures, referral coordination, appointment reminders, and deal-movement suggestions.

How it works

01/04
Something happens
A real event starts the sequence
Not a date on a calendar. A missed call, a quote sent, a job finished — the things that already happen in your day are the triggers.
02/04
A delay runs
The wait is part of the design
Chasing a quote an hour after sending it reads as desperate. Chasing it two weeks later reads as too late. The delay is set once and honoured every time.
03/04
The path splits
The sequence branches on whether they replied
This is the part that makes it worth running. Everyone does not get the same message — the reply, or the silence, decides what happens next.
04/04
A person takes over
The handover happens at the moment it matters
Automation earns its keep on the messages nobody would have sent. The second there is a live human on the other end, it gets out of the way.

An illustrative example

Where this fits

Get found

Capture every lead

Sell and close

Keep them coming back

Capabilities

Everything Auto Engagements handles — built in, not bolted on.

What life looks like before and after.

Before
Another login, another export, another guess.
After
Stop losing deals to silence
Before
Manual work that should happen automatically.
After
Reduce no-shows with reminder cadences
Before
Scattered across tools that don't share a record.
After
Coordinate referrals without manual effort

How operators put this to work.

CRM
Service-to-install upsell follow-up
Texts and emails that keep chasing the quote after you've moved on to the next job.
CRM
Lapsed-customer reactivation cadence
Texts and emails that keep chasing the quote after you've moved on to the next job.