Conversion / 06
Automated follow-up
SMS, email, and voice sequences that keep contacts moving between human touches.
Most contacts are not reached on the first try. Automated sequences fill the gaps: an immediate confirmation, scheduled follow-ups, and reminders for documents and signatures.
Sequences run only on contacts with the consent their channel requires, and they stop when a consumer opts out. Each message is logged with the record.
Process
How it works.
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Step 1: Confirm
A confirmation goes out within moments of a submission, on a channel the consumer agreed to.
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Step 2: Sequence
Follow-ups run on a schedule until the contact is reached or the sequence ends.
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Step 3: Collect
Reminders request documents and signatures, with links to complete them.
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Step 4: Stop
Sequences stop at once on opt-out, and the opt-out is recorded.
Deliverables
What clients get.
- SMS, email, and voice sequences
- Document and signature reminders
- Opt-out handling and records
- Reach and response reporting
Industries
Where it runs.
FAQ
Questions.
Do messages go to people who did not consent?
No. Sequences run only on records with the consent their channel requires.
What happens when someone replies STOP?
The sequence ends on that channel and the opt-out is logged with the record.
See also
Related capabilities.
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Contact center and intake
Our own U.S. call center, staffed in-house, running on call center technology we built.
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CRM and automation
CRM builds and integrations that keep media, intake, and outcomes in one record.
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Consent and compliance operations
Consent capture, ad review records, and contact rules built into daily operations.