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Solutions · For sales

Follow-up and win-back

Timed follow-ups on quotes, old leads and past customers that stop the moment someone replies.

2 weeks to build

The problem

Quotes go out and nobody follows up. Old leads and past customers sit in a list nobody contacts, because there is never a quiet hour to do it.

At a glance

Where it sits in your day.

  1. It starts withA quote, an old lead or a past customerNo answer yet, or no contact in a while
  2. The systemFollow-up and win-back
    • Follows up on a schedule
    • Gives them a reason to come back
    • Stops the moment they reply
  3. Hands off toYou, on a replyThe reply goes to a person, never to another message
  4. You end up withConversations restartedWith opt-outs honoured automatically

What changes

The same work, before and after.

  • TodayA quote goes out and nobody follows up.

    With the systemEvery unanswered quote gets a follow-up on the schedule you set.

  • TodayOld leads and past customers sit in a list nobody has time for.

    With the systemThey get a short message with a reason to come back.

  • TodaySomeone keeps messaging a person who already replied.

    With the systemA reply stops the sequence and goes straight to you.

  • TodayAsking to stop depends on someone noticing.

    With the systemAn opt-out is honoured at once, every time.

Watch it work

Follow-up and win-back, step by step.

An accounting firm on a Thursday morning. Several quotes for bookkeeping went out over the past weeks, and nobody has had a quiet hour to chase them.

  1. YouThu 9:00 am

    You agree the sequence once

    When to follow up, what to say and on which channel. The wording is yours, in your voice.

    Sequencequote follow-up

    Quote follow-up, written with you

    Day 3: short email, asks if the quote made sense

    Day 7: text message, offers a quick call

    Day 14: one last email, then it stops

    Any reply stops the sequence. Opt-outs are never messaged.

  2. The systemThu 10:00 am

    It works through your open quotes

    It reads the quotes in your CRM and leaves out anyone who asked not to be contacted. The rest are sent within the daily limits you set.

    Your CRMopen quotes
    • Pine Street BakeryQuote sent 7 days ago, no replytext today
    • Okafor LandscapingQuote sent 3 days ago, no replyemail today
    • Glass & CoQuote sent 14 days ago, no replylast email
    • D. MorenoAsked not to be contactedopted out
  3. The systemThu 10:02 am

    The follow-up goes out

    A short text goes to Pine Street Bakery, in the firm’s name. The owner answers a few minutes later.

    SMS10:02 am
    • AI agent · 10:02 am

      Hi Rosa, it’s Hale & Moss Accounting. Did the bookkeeping quote make sense? Happy to talk it through on a quick call.

    • Rosa · 10:09 am

      Oh yes sorry, got busy. Can we talk this week?

  4. The system10:09 am

    The reply stops the sequence

    No more messages go to Rosa. Her reply is filed on the record and passed to a person.

    Your CRMreply received

    Pine Street Bakery

    Quote
    Monthly bookkeeping
    Sequence
    Stoppedreplied
    Reply
    Can we talk this week?
    Next
    For a person to answer
  5. YouThu 10:15 am

    You take it from here

    You see the reply with the quote behind it and answer it yourself.

    SMS10:15 am
    • Rosa · 10:09 am

      Oh yes sorry, got busy. Can we talk this week?

    • You · 10:15 am

      Of course. Does Friday at 2 work for a 15 minute call?

What you get

  • Sequences written with you, in your voice
  • Every reply stops the sequence and reaches a person
  • Opt-outs honoured automatically
  • your email
  • SMS or any messaging app
  • your CRM

How we build and run it

  1. We pull your open quotes and old lists, and remove anyone who asked not to be contacted.
  2. We write the sequence with you: when, what, and on which channel.
  3. Messages go out on schedule, within the daily limits you set.
  4. A reply stops the sequence and goes to a person. An opt-out is honoured at once.
What we run ourselves

Our own outreach runs on timed sequences that stop on a reply, with follow-ups sent before any new first email.

IN OUR OWN BUSINESS

What it costs

A fixed price, in writing, before you pay for a build.

What it costs depends on how many of your tools it connects and how much it decides on its own. The map works that out for your business. The first call is free.

Build

from$2,500per system

One system, built to the map, at the fixed price quoted in it.

  • Built in accounts you own
  • Connected to the tools you use, or built new
  • Run on your real work in a test mode first
  • Runbook and brain notes handed over
Book a free 30-minute call

Fixed quote in writing before work starts

Run and improve

from$500/month

We host it, watch it, fix it, and turn what it gets wrong into rules.

  • Hosting and monitoring
  • Every miss logged as a lesson
  • A monthly note on what changed
  • Month to month, stop any time
Book a free 30-minute call

Priced per system in the map

Free 30-minute call

Tell us how this work is done today.

Bring the tools you use and the steps your team repeats. You leave the call knowing whether this system is worth building for you, roughly what it costs, and whether we are the right people to build it.

Pick a time on the calendar. It is a 30-minute call, and the invite lands on your calendar when you book. Prefer email? [email protected]

We reply by email within 24 hours.

AI systems call30 MIN
October 2026
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Questions

What people ask about this system

Then nothing more is sent. A reply stops the sequence at once and goes to a person.

No. Before anything is sent we remove everyone who asked not to be contacted, and a new opt-out is honoured at once.

You do. We write the sequence with you, in your voice, and you see it before it goes live. Sending stays within the daily limits you set.

Yes. Our own outreach runs on timed sequences that stop on a reply, with follow-ups sent before any new first email.