Optional · scoped on a call

Follow-up sequences and AI call answering, set up for you.

We build your follow-up sequences and reminders, and can set up AI call answering through our provider. Provider usage is billed on top.

Book a scoping callSee plans and pricing

AI drafts a reply

Sample draft
AI draftedDraft for review

Hi, thanks for getting in touch. I can see your request came in today. Would a quick call tomorrow work?

Illustrative: nothing here is sent.

Follow-up sequence setup

What happens after a lead arrives.

One made-up lead, shown as the conversation and the contact record side by side. Sample content: nothing here was sent, and it is not a customer result.

Sample lead Dana Reyes, made up. A web form creates the contact with its source. The sequence sends a text, the lead replies and the sequence stops, a person takes over with an AI draft they edit and send, then a call and an appointment are logged on the contact.

  1. 01A lead arrives and the source is saved.

    A form, import or inbound message creates the contact, with the lead source stored on it.

  2. 02The first text goes out.

    The sequence checks opt-outs and the send window first. Text steps need registration (A2P) and recorded consent.

  3. 03The lead replies, so the follow-up stops.

    A reply, a booking, a STOP or a takeover ends the sequence. The steps still to come do not run.

  4. 04A person takes over.

    LeadEazy AI (Beta) can draft a reply into the message box. Nothing sends itself: you edit it and press Send.

  5. 05The call and the booking stay on the record.

    Calls, tasks and appointments stay on the contact. You move the stage.

Unified inbox · Dana Reyes

Sample conversation. Nothing is sent.

  1. Web form

    “Interested in selling 212 Maple Ave. Can someone call me?”

  2. Text · sequence step 1

    Thanks for getting in touch about your property. When is a good time for a quick call?

  3. Reply · text

    Tomorrow after 3 works.

  4. LeadEazy AI draft (Beta) · in the message box, not sent

    Tomorrow at 3:30 works for me. Does that suit you?

    Text · sent by you after editing the draft

    Tomorrow at 3:30 PM works. I will call you then.

  5. Call logged · outbound · confirmed tomorrow, 3:30 PM

  6. Email sent by you · walk-through confirmed

Contact · CRM

Sample contact. Made-up details.

Dana Reyes

212 Maple Ave

ProspectAppointment
Lead source
Web form

Sequence: New lead, 7 day follow-up

ActiveStopped: reply
  • Text+0dsent
  • Call task+1dCall task +1d
  • Email+3dEmail +3d
  • Text+7dText +7d

Activity

  • Form submitted. Contact created, lead source: Web form.
  • Text step 1 sent. Opt-out and send-window checks passed.
  • Reply received. Sequence stopped: the steps to come will not run.
  • You took over. Reply sent after editing a LeadEazy AI draft.
  • Call logged. Appointment set for tomorrow, 3:30 PM. Stage: Appointment.
  • Task created: send comps before the walk-through.

Registration and consent

Text steps wait for registration and consent.

Text messages to a US number need carrier registration first, and a person has to opt in. A sequence checks both before it sends.

A2P registration assistance is available. Privacy policy, terms and text-message consent wording are prepared as part of website design or rebuild work we scope with you. Third-party registration and messaging charges apply. We cannot guarantee approval.

You opt in yourself, by ticking an unchecked box beside the consent wording on a LeadEazy form. These things are not consent to text messages: giving us a phone number, submitting a form, booking a demo, creating an account, or accepting our Terms or Privacy Policy.
From our SMS Policy

What a sequence checks

  • IfThe contact has opted out (STOP) or is marked Do Not Contact

    ThenThe step is skipped. This check is always on.

  • IfA text step is due

    ThenIt goes out only inside the send window you set.

  • IfRegistration (A2P) is not approved, or consent is not recorded

    ThenText steps are not sent.

  • IfMessaging is not live yet

    ThenText and email steps are parked, not sent.

  • IfThe lead replies or books, someone sends STOP, or a person takes over

    ThenThe sequence stops.

AI call answering

Three different things get called AI. We set up one.

The line below separates what exists today from what does not, and who is acting in each.

Available today

  1. Ops AI assistant

    Beta

    You decide.

    LeadEazy AI is part of Ops: chat, deal analysis and message help. In the inbox it can draft a reply.

    Whatever it writes lands in your message box as a suggestion. You edit it and press Send; nothing sends itself.

    Message box · sample

    Tomorrow at 3:30 works for me. Does that suit you?

    Draft inserted. Nothing has been sent.

  2. AI call answering

    Set up with us

    Answers inbound calls under rules you agree.

    A voice assistant run by a provider, set up with us. It is not included in any plan, and it is scoped and priced on a call.

    The provider’s usage is billed on top, and we confirm the rate before you commit. It depends on a phone number we can route, the business details and scripts you provide, and the provider’s availability.

    We do not promise that it qualifies leads or books appointments. This covers inbound calls only.

    What we set up with you

    • Scoping the number, call flow and what the agent should collect
    • Configuring the voice AI service through our provider
    • Connecting the outcome to your contact records and notifications
    • Agreeing the rules the agent follows on a call

  3. AI Workforce

    In development

    Would take actions on your behalf. Not live.

    Agents that take actions for you. It is in development, so it is not something to buy or set up today.

    No screen, no price and no date. It is not part of any plan or of this service, and nothing on this page uses it. A power dialer and a visual workflow builder are not part of it either.

What should happen after a lead arrives?

On a scoping call, tell us. We will say what we would build, what it depends on and what we need from you.

Book a scoping call

Automated follow-upSpeed-to-lead and AI call answeringCRM and Ops implementation

Follow-up sequence setup: you bring

  • Your preferred messaging and tone
  • Your answers to the questions we ask on the call
  • Completed messaging registration for text steps

AI call answering setup: you bring

  • A phone number and any carrier-side changes needed
  • The questions and information the agent should use
  • The script and the rules you want the agent to follow
  • Usage-based provider charges