Follow-up
on autopilot.
Every prospect gets personalized follow-up — until they're ready to book time with you.
Don't lose momentum
Most prospects don't book on the first touch. Don't lose them.
The difference between a new client and a lost prospect is often just consistent follow-up.
Follow-up wins clients.
of prospects need 5+ touchpoints, but most follow-up stops after 2. Your guide never stops.
Speed matters.
of clients choose whoever responds first. Your guide follows up in seconds, not hours.
Context converts.
higher booking rates when follow-ups reference the actual conversation. Generic templates get ignored.
Nurture flow
From first touch to booked meeting.
Five steps. Fully automated. No lead falls through the cracks.
Frictionless first conversation
Visitor lands on your site and has a natural conversation with your guide. No forms, no friction — just real engagement that captures their needs.
"Hi! Thanks for stopping by. Happy to answer any questions about our services..."
Context captured
Every question, need, timeline, and preference is automatically extracted and structured. You get the context you need before any call.
Personalized follow-up
Every follow-up references what they actually said — their situation, questions, and timeline. No generic templates. Just relevant, timely outreach that drives toward a call.
From your conversation
"You mentioned you're spending weekends on bookkeeping instead of growing your business..."
+ Booking prompt
"Ready to get that time back? Here's a link to book a quick intro call."
Education call
When they're ready, your guide conducts an education call — walking through your services, answering detailed questions, and capturing comprehensive notes on their situation and needs.
"Let me walk you through how this works. Tell me about your current situation..."
Fit Check
Situation: Growing e-commerce
Need: Tax + bookkeeping
Timing: Ready this month
Fit: Good match ✓
Key needs
"Want weekends back"
"Need tax deadline help"
Ready for you
You get a fully qualified prospect with complete context — their situation, needs, timeline, and questions. Call already booked. Zero prep needed.
Automated follow-up. Higher show rates. Better conversations.
04 · Get Started