Sales & Leads
Follow up by text when your team misses a call.
Send an approved text-back after a missed call. Give callers a booking link or a way to reply, with staff handoff when a person is needed. Does not answer live calls.
New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
Missed call. Clear next step.
Fictional example, not a sent message. Connections, actions and exception handling are confirmed before implementation.
Is this the task you need to change?
Every missed call is a customer who may never call back.
Illustrative input · Home and trade services: A caller reaches the business while the team is busy on another job.
What you get
One supported business number, missed-call trigger, approved text response, booking link and staff handoff.
Setup and testing, a staff walkthrough, and two consolidated revision rounds within the agreed implementation scope.
What to know
Does not answer live calls; phone-provider compatibility must be checked.
We check access and compatibility before connecting customer-owned accounts.
From input to output
A clear path, with people at the right points.
- 01A supported number reports a missed call
- 02Check eligibility and prepare the approved text
- 03Share the booking link or route a reply
- 04Staff handle questions and failed deliveries
Failed texts or unsupported numbers need a staff callback. Questions, qualification and automatic scheduling are separate scope extensions—not part of the base text-back.
Connections and preparation
Phone System · SMS · CRM · Calendar
Supported providers, account permissions, volumes and usage charges are confirmed during scoping. Listing a category is not a guarantee that every provider is supported.
See the scope, testing and handover process →Detailed workflow reference
The current workflow reference is available in the configurator. Any extensions remain subject to the standard scope above.
Open workflow configurator →Questions before you decide?
What does monthly management cover?
30 minutes/month of included human service for this workflow. Automated workflow monitoring and error alerts where supported; human triage during business hours. Monthly health review, usage review, and a short operating summary. Authentication checks, investigation, maintenance, and small configuration changes within the included human-service time. Support acknowledgment target: within two business days, Mon–Fri 9am–5pm Pacific, excluding published holidays. Not a resolution or uptime guarantee. Extra engineering is scoped and approved in writing before work — no surprise hourly overages, no 24/7 response promise.
When does management start?
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
What costs are separate?
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
How long does implementation take?
Your proposal confirms the schedule after checking access, supported integrations, scope and testing requirements. Third-party approvals and changes may affect the schedule.
Who owns the accounts?
You retain your accounts and data. Documentation and an access handoff are included under the current management policy. The written proposal confirms applicable configuration and deliverable terms.