Automated Lead Follow-Up for Contractors
Your team is busy running jobs. Automated Follow Up sends perfectly timed text and email sequences that nurture leads from first inquiry to booked estimate — without any manual effort.
The full automated follow up stack, wired for contractors.
Multi-Channel Sequences
Automated text and email follow-ups that reach leads wherever they prefer.
Smart Timing
Messages go out at optimal times based on when leads are most likely to respond.
Persistent but Professional
Follows up enough to stay top-of-mind without being annoying.
Stops When They Book
Sequences automatically pause when a lead books an estimate or opts out.
Why this matters.
Approved text and email sequences help your office stay in touch with open inquiries and estimates.
Built around the way your office works.
For an office that has a list of inquiries or open estimates but cannot consistently follow up. Workflows can support the interval between first inquiry, estimate, and booking while keeping your team informed about replies.
From the first step to the handoff.
- STEP 1
Start from a defined event
A supported form submission, inquiry, or pipeline update enters the agreed workflow. Different types of requests can receive different follow-up instructions.
- STEP 2
Send the agreed sequence
Texts and emails use approved wording and timing. Each message should make the next step clear, such as answering a project question or requesting an estimate slot.
- STEP 3
Stop or hand off
Bookings and opt-outs stop the applicable sequence when correctly connected. We define how replies and manual status changes are handled so an active conversation does not compete with follow-up automation.
Example: following up on an open estimate
Illustrative workflow. Your wording, connections, and rules are agreed during setup.
- An estimate enters the agreed follow-up stage.
- A permitted message asks whether the customer has questions about the scope.
- A reply goes to your team; the booking or opt-out ends the applicable follow-up.
What setup requires.
Bring your lead stages, typical sales cycle, message examples, appointment process, and contact-permission records. We agree entry triggers, send windows, frequency, stop conditions, and who responds. Booking and pipeline updates must reach the workflow for the corresponding stop rules to work.
Scope, costs, and the details that matter.
Who writes the messages and chooses the timing?
We configure the workflow around your business and review the wording and timing with you. Your approval establishes the services, offers, contact windows, and frequency the automation may use.
Can it follow up with an old customer list?
Only use contacts for whom you have permission for the intended message and channel. An old customer record or purchased list is not proof of marketing consent. We review the source and purpose before enabling an outreach workflow.
Will it stop after a customer books elsewhere?
Only if that event is available to the connected workflow or your team updates the record. We test the agreed booking and opt-out paths and identify where a manual status update is still needed.
Does the monthly price include all messages?
The feature is included in Growth at $297/month. Texts, email delivery, and other metered services may cost extra. Your expected contact volume and message frequency determine usage; the written order identifies applicable charges.
How long does setup take, and what do I need to do?
The published onboarding target is 10 business days for Starter and 7 for Growth priority onboarding. Timing depends on receiving the required content, account access, approvals, and any carrier or platform registration. We handle the agreed setup; you provide accurate business instructions and approve the result.
What is the full price, including usage?
Starter is $97/month and Growth is $297/month. Annual options are $970 and $2,970 respectively. Telephone, SMS/MMS, email, AI, and other metered services may be additional, along with applicable taxes. Use the Phone Pricing & Billing Guide for published communication rates and confirm any other usage charges in your written order.
How do support, cancellation, and refunds work?
Email support@dreamsurge.ai for support or cancellation. First-time subscriptions have a 30-day refund policy. Cancellation normally requires 30 days’ notice unless your accepted order or applicable law provides otherwise; prepaid or elapsed service is not automatically refunded outside the refund policy. Our Terms explain the details.
How do I know the setup fits my business before launch?
Use the demo to review your services, current tools, required connections, and expected usage. The written order defines the deliverables and charges. Before activation, review the content and test the agreed inquiry, booking, notification, and opt-out paths with us.
Read our service terms and privacy policy, or contact support@dreamsurge.ai.
See the customer story.
Northline Roofing: Lead response dropped from 47 min to under 2 minAutomated lead replies reduced losses after-hours and on active job days.
Connect the workflow.
Want more booked jobs
without the tech headache?
20-minute demo. We build part of your new site live on the call. You decide if it's for you.