Automated Communications

Configure SMS and email sequences for every stage of the customer journey

5 Active1 Paused
New Lead Intake
Trigger: Lead submitted via website or phone
2 steps
STEP 1SMS Immediately

Hi {name}! Thanks for reaching out to SOS Home Solutions. We received your {service} request and will call you within 15 minutes. For emergencies, call us now: (305) 555-0100. — SOS Team

STEP 2EMAIL 5 minutes

Subject: Your SOS Home Solutions Request — {service}

Hi {name}, Thank you for contacting SOS Home Solutions! We've received your request for {service} at {address}. Our team will reach out within 15 minutes to confirm your appointment. Urgency: {urgency} If you need immediate assistance, please call: (305) 555-0100 Best regards, SOS Home Solutions Team

Job Scheduled Confirmation
Trigger: Job status set to Scheduled
2 steps
STEP 1SMS Immediately

Your {service} appointment is confirmed for {date} at {time}. Technician: {tech_name}. Questions? Call (305) 555-0100. — SOS Home Solutions

STEP 2SMS 1 hour before

Reminder: Your SOS technician {tech_name} is on the way for your {service} appointment today. ETA: {eta}. Track: {tracking_link} — SOS Home Solutions

Post-Job Follow-Up
Trigger: Job status set to Completed
2 steps
STEP 1SMS 30 minutes after

Hi {name}! Your {service} is complete. Happy with our work? Leave us a Google review: {review_link} — It takes 30 seconds and helps us a lot! 🙏 — SOS Home Solutions

STEP 2EMAIL 3 days after

Subject: How did we do? — SOS Home Solutions

Hi {name}, We hope your {service} is working great! We'd love to hear your feedback. ⭐ Leave a Google Review: {review_link} If you have any concerns about the work performed, please don't hesitate to reach out — we stand behind our work 100%. Thank you for choosing SOS Home Solutions! Best regards, The SOS Team (305) 555-0100

Review Generation
Trigger: Review request manually triggered
2 steps
STEP 1SMS Immediately

Hi {name}! We just finished your {service} — hope everything looks great! Could you spare 30 seconds to leave us a Google review? It means the world to our small business: {review_link} 🙏 — SOS Home Solutions

STEP 2SMS 2 days after

Hi {name}, just a friendly reminder — your Google review for SOS Home Solutions would really help us grow. It only takes 30 seconds: {review_link} Thank you! 🌟

Emergency Dispatch Alert
Trigger: Lead urgency set to Emergency
1 step
STEP 1SMS Immediately

🚨 EMERGENCY: Hi {name}, we received your emergency {service} request. A technician is being dispatched NOW. You'll receive a call within 5 minutes. If urgent, call: (305) 555-0100 — SOS Home Solutions

Seasonal Maintenance Reminder
Trigger: Scheduled — 6 months after last AC service
2 steps
STEP 1SMS Scheduled date

Hi {name}! It's been 6 months since your last AC tune-up. South Florida summers are brutal — schedule your maintenance now and save 20%: {booking_link} — SOS Home Solutions

STEP 2EMAIL 7 days later

Subject: Don't let the heat catch you off guard — AC Tune-Up Special

Hi {name}, Summer is coming and your AC hasn't been serviced in 6 months. A quick tune-up can: ✅ Prevent costly breakdowns ✅ Lower your energy bill by up to 15% ✅ Extend your unit's lifespan 🔥 Book now and save 20% with code SUMMER20 Schedule online: {booking_link} Or call: (305) 555-0100 Best, SOS Home Solutions Team

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