AI Employee · Follow-up
Keep every estimate moving.
Your Follow-up Employee follows up with leads and estimates, answers questions, handles common objections, and keeps opportunities moving until the customer books, declines, or your team takes over.
- 14-day free trial
- You approve every message
- No contracts
Product preview: an AC replacement estimate for Sarah Johnson was sent on Monday and has had no reply for three days. The Follow-up Employee is monitoring it, recommends a helpful follow-up, drafts the message, and waits for Approve, Edit or Take over. After approval the customer asks about the two options and the AI Employee answers from the estimate notes.
Built for growing home-service businesses
Every channel
- Phone
- SMS
- Web chat
The follow-up gap
Why good estimates go quiet.
Your customer may still be interested. Your team may simply be busy. Without consistent follow-up, good opportunities disappear.
Without a Follow-up Employee
- Estimate sent
- Customer thinking
- Team gets busy
- Follow-up delayed
- Busy
- Delay
- No reply
- Lost opportunity
With AutoCampaign
- Estimate sent
- AI watches the conversation
- Right follow-up, right time
- Customer replies
- Human takes over
The job rarely goes to the better quote. It goes to the better follow-up.
Why now?
Your AI knows when it’s time to follow up.
AutoCampaign watches the conversation, understands where the customer is in the decision, and recommends the next best action — with the reason, not just the reminder.
Product preview: the Follow-up Employee recommends following up today on the AC replacement estimate sent three days ago, explains that the customer received it but has not responded, suggests offering help rather than pressure, and offers a Review message button.
Your Follow-up Employee knows what to do next.
Everything between “estimate sent” and “decision made”.
Estimate follow-up
A check-in after the quote, then a reminder, then a nudge — text or email, on the cadence you set.
Questions
What is included, how long it takes, what happens on the day — answered from your own information, not a template.
Objections
Asks what is holding them back, explains the scope, and brings a person in the moment the conversation turns to a discount.
No response
Silence is not a no. The follow-up keeps going until there is an answer, and stops the instant there is.
Booking
Every message carries a way to say yes — a booking link that lands the job on your calendar.
Reactivation
A “not now” is noted on the contact, and a later check-in you schedule brings the quote back when the timing is right.
One estimate, start to finish
One estimate. One continuous conversation.
Every interaction gives your AI more context — so the next follow-up feels like part of the conversation, not another automated reminder.
Monday · Estimate sent
Follow-up EmployeeAC replacement estimate sent to Sarah by text and email. Marked as sent by Tom.
Why
The Follow-up Employee starts watching the moment the estimate goes out.
Responsible follow-up
Persistent, but never pushy.
Follow up consistently without sounding like a robot or chasing customers who aren’t interested.
- You approve the messages
- Review AI drafts before they send, or let approved conversation types run on Autopilot once you trust them.
- Stays aware of context
- The AI follows the conversation instead of sending the same reminder again and again. Quiet hours are respected.
- Stops when it should
- Customer replies, books, declines, opts out, or asks for a human — the AI knows when to stop, and discounts go to a person.
Product preview: the follow-up is active and every stop condition is listed — customer replies, appointment booked, customer declines, opt-out and human takeover each stop the follow-up; low confidence hands off to a person.
Product preview: the follow-up rules panel shows every stop condition switched on — customer replies, appointment booked, customer asks for a human, customer declines — a frequency of one, three and five days, SMS, email and WhatsApp channels, and approval set to always approve.
Customer memory
It remembers the conversation. So the next message belongs to it.
The Follow-up Employee keeps what the customer said, what they asked, and what they prefer — and uses it to decide what to do next.
Product preview: a customer memory card for Sarah Johnson listing the AC replacement estimate, her financing question, her preference for morning appointments, no response yet and SMS as the last contact, with the next best action being to follow up about financing.
Objection handling
When customers hesitate, your AI keeps the conversation useful.
A price concern is not a no. The Follow-up Employee acknowledges it, explains what’s included, and offers help — and hands over the moment the conversation turns to a discount.
Product preview: Sarah says the estimate is more than she expected; the AI Employee acknowledges it, offers to review the options and mentions monthly payment options; a side panel shows the detected intent as a price concern, the strategy acknowledge, explain, offer help, and that human handoff is available.
Lost-lead reactivation
A “not now” is not the end of the conversation.
When a customer goes quiet for good, the estimate is noted on their record — and a later check-in you schedule brings it back when the timing is right.
Product preview: forty-five days after Sarah said not right now, the Follow-up Employee sends a short check-in asking whether she is still considering the AC replacement, and she replies that she would like to schedule it.
Channels
One conversation. The right channel.
The Follow-up Employee reaches the customer on the channel they already use, and every message lands on the same record — so a text, an email and a WhatsApp message are one conversation, not three.
- SMS
- SMS
- Booking link
- Human handover
Product preview: a channel preference card for Sarah Johnson with SMS selected as the preferred channel over email and WhatsApp, and SMS yesterday as the last contact.
Built into your CRM
Every follow-up lives inside your CRM.
Nothing happens in a side tool. The estimate, the conversation, the AI summary and the next action sit on the customer record your whole team already uses.
Product preview: Sarah Johnson’s customer record showing the AC replacement estimate, Google Ads as the lead source, the estimate marked sent, follow-up active, her last message that she will think about it, the next action to follow up tomorrow, and an AI summary noting she is interested but concerned about price.
AI + human
AI handles the repetitive follow-up. Your team handles the decisions.
The Follow-up Employee knows the difference between a routine check-in and a conversation that needs a person — and steps aside with a summary attached.
- Reminder
- Question
- Scheduling
- Basic objection
- Complex pricing
- Upset customer
- Exception
- Special request
Not just another automated reminder
An AI coworker who knows the conversation — not a timer that sends a text.
Basic automation sends a message three days after an estimate. Your Follow-up Employee understands where the conversation stands, decides whether a follow-up is appropriate, drafts the right message, and stops when the customer responds.
Basic automation
“Hey, just following up.”
Same message, same day, whatever happened in between.
AutoCampaign
Knows the context. The follow-up reflects the conversation.
- Estimate sent
- Customer opened
- No reply
- Previously asked about financing
Hi Sarah, you asked about monthly payment options last week — I’ve put together what’s available for the AC replacement. Happy to walk you through it.
Your AI team
One AI Employee today. A team when you’re ready.
Each role shares the same inbox, calendar and customer record.
- Lead EmployeeResponds to new leads.See the Lead Employee
- AI ReceptionistHandles inbound calls.See the AI Receptionist
- Customer EmployeeKeeps customers connected.See the Customer Employee
Marketing Employee — coming soonAI team overview →How drafting and approval work →
Questions about follow-up?
See how the Follow-up Employee works on one of your own estimates.
How does the Follow-up Employee know when to follow up?
It watches each estimate after it goes out: whether the customer opened it, whether they replied, what they asked and when you last spoke. From that it recommends the next step and the reason — follow up today, wait, or hand over — on the cadence you set.
Can I approve messages before they send?
Yes. Every follow-up is drafted for your approval by default. When you trust a conversation type, you can let it run on Autopilot and review the thread afterwards instead.
What happens when a customer replies?
The scheduled follow-up stops immediately. The reply lands in your inbox on the customer’s record, the AI drafts an answer if it is a question it can handle, and anything it is unsure about is flagged for a person.
Can it answer questions about an estimate?
It answers from your own estimate notes and business information — what is included, how long the job takes, what the options are. It does not invent prices or promise work that is not on the quote.
What happens if the customer asks for a human?
Follow-up stops, the conversation is assigned to a person on your team with a summary of everything so far, and the AI does not message that customer again unless you ask it to.
Can it follow up through SMS and email?
Yes — SMS, email and WhatsApp, using the channel the customer already used or prefers. Every message lands on the same customer record, so it is one conversation whichever way it travels.
Can I control how often it follows up?
Yes. You set the cadence, the quiet hours and the stop rules. Sequences ship with a sensible default you can edit, and every one of them ends the moment the customer replies, books, declines or opts out.
Does it replace my sales team?
No. It handles repetitive follow-up so your team can focus on conversations that need a human — complex pricing, upset customers, special requests. Discounts and negotiation always go to a person.
Do I have to change how I produce estimates?
No. Works alongside the tools you use to run jobs. Keep quoting the way you quote today; the Follow-up Employee handles the conversation after the quote goes out.
Stop losing jobs to silence.
Let your Follow-up Employee keep estimates moving while your team focuses on the customers ready to talk.
14-day free trial · No contracts · Cancel anytime
Product preview: a Follow-up Employee status card showing twelve follow-ups due today, four customers replied, three appointments booked and two conversations needing human attention.