Keep business owners' consultation prospects engaged with timed SMS

Business owners lose consultation-tagged prospects when follow-ups lapse, costing appointments. Timed SMS at 3 and 5 weeks re-engages prospects so reps recover bookings.

Overview

Missed SMS follow-ups cost appointments and stall revenue for business owners. This workflow sends staged SMS nudges and surfaces follow-up tasks to reps, turning cold consultation leads into re-engagement opportunities with faster response times and fewer missed bookings.

Notable Features

Send scheduled SMS nudges to prospects
Format and validate phone numbers
Create rep follow-up tasks