Missed-call callback
The text back answers in seconds, but a caller who does not reply or book is a job going to the next number they dial. A call-back task within the hour wins many of them back.
Workflows
5 live, with 21 people in them right now and 91 started in the last 30 days. Every message they send passes the same rules as the rest of the console.
Chase a sent proposalWhen: Deal moved to a stage · 4 steps · Deal reaches Proposal sent: after three days, a note to the client and a call task, unless it has closed.0 in it now4 finishedLast started 6d agoLiveSpeed to leadWhen: Contact added · 7 steps · New contact: a call task now, a reply by email, and a nudge the next day if they have not booked.0 in it now18 finishedLast started 4d agoLiveNo-show recoveryWhen: Guest did not show · 6 steps · Missed booking: a rebook email right away, then a call task after two days if they have not rebooked.1 in it now11 finishedLast started 2d agoLivePrepare guests before they arriveWhen: Booking made · 4 steps · Two hours before a booking: what to have ready, unless it was canceled.14 in it now33 finishedLast started 1h agoLiveWon deal: onboard, then ask for a reviewWhen: Deal won or lost · 6 steps · Deal won: customer type and tag, an onboarding deal, a kickoff task, and a review request two weeks later.6 in it now4 finishedLast started 6h agoLiveLost deal: check back inWhen: Deal won or lost · 5 steps · Deal lost: tagged, a friendly check-in after 30 days and a call task after 90.0 in it now0 finishedNobody yetDraft
Recipes
Each fixes a known leak. They are filled in with your pipelines, calendars and booking link, and start as drafts for you to check.
Speed to lead
Leads called within five minutes convert several times better than after an hour. A call task lands on Today at once, with a written reply behind it.
No-show recovery
Most no-shows still want the appointment. A kind note within the hour and one call rebooks a large share of them.
Prepare guests before they arrive
People who know what to expect show up and decide faster. Sent two hours before, unless the booking was canceled.
Chase a sent proposal
Proposals die of silence, not price. Three days on, the owner gets a task and the client a short note, and it stops the moment the deal closes.
Won deal: onboard, then ask for a review
The handover is where new clients feel forgotten. This makes them a customer, opens their onboarding and asks for a review two weeks on.
Ask for a review after a visit
The best moment to ask is a few hours after the work, while it is fresh. Everyone gets the same link: Google bans asking only happy customers.
Lost deal: check back in
Timing is the most common reason a deal is lost. A check-in after a month and a call after three wins some of them back.