Sequences across SMS, WhatsApp, email and social, triggered by behavior rather than a calendar. Every contact gets nurtured until they book, reply or opt out — with frequency caps and consent handling built into the logic.
Someone asks for a quote. You send it. They go quiet. Two weeks later a salesperson remembers, sends one "just checking in" text, hears nothing, and the record sits in the pipeline until a quarterly cleanup deletes it. Multiply that by every inquiry that did not convert on the first pass and you have most of the revenue a business never sees.
Behavior-triggered workflows close that gap without adding headcount. Someone who opened the quote three times gets a different message than someone who never opened it. A no-show gets a rebooking path, not a nurture drip. A cold lead from four months ago gets re-engaged when their original timeline finally arrives.
The system runs continuously, coordinates across channels so nobody is hit from three directions at once, and hands off the moment a real conversation starts. It is the layer that turns one-time inquiries into a pipeline that keeps working while your team is doing something else.
Every sequence starts from an event, not a date: form submitted, quote sent and unopened, appointment missed, call abandoned, pipeline stage stalled, subscription lapsing. Branches then diverge on what the contact does next, so the path is shaped by real signal rather than by an average.
Sequences also have to end well. Exit conditions are as carefully specified as entry ones — a reply, a booking, a purchase or an opt-out closes the sequence across every channel at once.
Channels have different jobs. SMS is for short, time-sensitive things people will read in a minute. Email carries the quote, the photos, the terms. WhatsApp is where a lot of customers actually prefer to talk. Social retargeting reaches the ones who never left contact details at all.
We orchestrate across all of them from one state machine, with frequency caps that apply globally rather than per-channel, quiet hours in the recipient's own time zone, and consistent sender identity so a follow-up never looks like it came from a stranger.
Opens and clicks are comforting and mostly irrelevant. We measure to the outcome that matters — booked appointments, closed deals, retained subscriptions — and attribute back through the sequence that produced them. Tests change one variable at a time: first-message framing, delay before the second touch, channel order, sequence length.
Results are visible in a dashboard you can read without us, so a decision to keep, cut or rewrite a sequence is made on evidence rather than instinct.
Automated messaging in the US sits under the TCPA and carrier rules, and the cost of ignoring that is not a bounced message. Consent is captured with a timestamp and a source, opt-outs are honored instantly across every channel, and suppression lists are enforced at send time rather than at list build.
Sending identity is registered properly, quiet hours follow the recipient's own time zone, and every send is logged so you can show what was sent, to whom, under what consent. We are engineers rather than lawyers — for a compliance opinion, talk to counsel — but the system is built so the compliant path is the only path available.
These workflows are the persistence layer around your conversational agents. The agent handles the live exchange; the sequence handles everyone who did not answer, did not book, or asked you to circle back in the spring. Together they cover the whole lifespan of an inquiry instead of just its first sixty seconds.
They also depend on demand. Instant response and disciplined follow-up are worth nothing without inbound volume — which is why the growth side of the business exists to generate the demand these workflows convert. And when a sequence surfaces someone genuinely ready to talk, trained people handle the exceptions and the judgment calls as part of the same system.
The channels are the easy part. What matters is that a single piece of state owns all four of them.
We look at where inquiries actually stop — after the quote, after the first reply, after a missed appointment — and quantify what is sitting unworked in your pipeline right now.
30-min call · roadmap deliveredSequences, branching, channel rules and compliance gates get built together, with messages drafted in your voice and reviewed by you before a single one goes out.
Typically 2–4 weeksLive sequences get measured to bookings, tested variant by variant, and pruned when they stop earning their place. Fewer, better touches usually beat more of them.
Ongoing partnershipA drip campaign sends on a timer. These workflows react to behavior and span channels, so someone who opened a quote twice yesterday gets a different next step than someone who went quiet after one reply. They also stop the moment a person replies, books or opts out, which timer-based sequences routinely fail to do.
Automated texting in the US is governed by the TCPA and carrier rules, which means documented consent, clear sender identification, honored opt-outs and respect for quiet hours in the recipient's own time zone. We build those constraints into the workflow so they cannot be bypassed, and keep a consent and opt-out audit trail. We are not your lawyers — for a compliance opinion, ask counsel.
Only if it is built badly. Frequency caps across all channels, a global quiet period, and immediate suppression on any reply do most of the work. The rest is content: messages that reference the specific thing the person asked about read as follow-up, while generic broadcasts read as spam no matter how well the timing is tuned.
The one the person already used, first. Beyond that we route on engagement history and message type — SMS for time-sensitive confirmations, email for anything with detail or attachments, WhatsApp where the customer already lives, social retargeting for people who never gave contact details. Channel choice is a rule in the workflow, not a habit.
By splitting on the variable that matters and measuring to booking, not to opens. We test timing, first-message framing, channel order and message count, hold everything else constant, and let a variant run until the difference is real. Reply rate is a signal; a filled slot on the calendar is the outcome.
The sequence stops immediately and the conversation takes over, either with an AI agent or a person. Nothing is worse than a scheduled nudge arriving after a customer has already booked. Suppression rules run across every channel at once, and the CRM record reflects the change in the same moment.
Bring us your pipeline. We'll show you which contacts are still worth working, what a sequence would say to each of them, and what it takes to run it automatically.
Roadmap delivered · whether or not you build with us