Send personalized follow-up SMS to qualifying new leads
Send personalized follow-up SMS to qualifying new leads
When a lead's outreach status moves into a texting step, prospects can wait hours without follow-up and calls get delayed. Send advisor-branded SMS to prompt responses and book calls the same day.
Overview
When leads sit without timely outreach, booking momentum evaporates and advisors waste time playing catch-up. Route status-triggered, advisor-branded SMS from the assigned owner so prospects get personalized invites and you capture more responses and same-day bookings.