Client nurture that keeps you from being forgotten.
Prebuilt 12-month SMS + email nurture sequences for every industry, with holiday campaigns, birthday messages, and behavioral triggers — so leads never go cold.
Six-step automation process.
Each step is configurable, branchable, and measurable.
Lead added
New contact enters your CRM from any source
Segment
Tagged by source, industry, stage, interest
Week 1
Welcome sequence: 3 emails + 1 SMS over 7 days
Month 1-12
Weekly educational content + monthly promo
Triggers
Birthday, anniversary, holidays fire automatically
Loop
Sequence rolls forward at year-end automatically
Three real examples.
Built by actual customers and running right now.
Mortgage borrower
Weeks 1-52 of rate tips, home equity advice, renovation guides, refi alerts
Dental patient
Post-visit check-in, 6-month cleaning reminder, oral health tips, insurance renewal nudges
Service customer
Seasonal maintenance reminders, new service intros, loyalty rewards, referral requests
What customers gain.
127 businesses. Four industries. One platform.
Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.
The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn't seeing before — and it never sleeps.
We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.
After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.
Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.
The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.
Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.
I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.
Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.
What a year of nurture looks like.
Nurture is the follow-up that happens after the first conversation, when a lead is not ready yet or a client has finished working with you. The sequence sends roughly one useful message a week, alternating SMS and email, and steps aside the moment someone replies so your team can take over.
Mortgage
Borrowers who were not ready get market updates and a check-in each quarter. Closed borrowers get a closing anniversary note, home equity reminders and a refinance prompt you send when rates move. See the mortgage CRM.
Dental
Patients get a post-visit check-in, a six-month cleaning reminder, a nudge to use remaining insurance benefits before year end and a birthday message. Patients who drift past their recall date move to database reactivation.
Law firms
Prospects who did not sign get a short educational series for their practice area. Clients get case milestone updates, and closed matters get a review request and a check-in a few months later. See the law firm CRM.
Service businesses
Customers get seasonal maintenance reminders, a thank-you after each job with a review request, and a referral ask once the work has had time to prove itself. See CRM for small business.
Every sequence is a workflow you can open and change in the no-code workflow builder: add a branch, change a wait step, or send hot replies to the unified inbox for a person to answer. Texts go only to contacts who have opted in, following the rules on our A2P compliance checklist.
Twelve months of follow-up, written before you start.
The sequences arrive already written for your industry. Onboarding is about making them sound like you.
Pick your industry
Mortgage, dental, legal and service-business sequences ship prewritten, so week one has content in it rather than a blank editor.
Make it yours
Every message is editable. Swap the voice, the offers and the timing, and add the local details that make it read like a person.
Let the triggers run
Birthdays, anniversaries, holidays and behaviour such as a page visit or a reply move contacts between tracks automatically.