Fill open slots every season.
Storm-season roof inspections, a spring windows promotion, a financing offer, or an end-of-quarter flooring sale each run as a voice and text sequence over several days, booked only into slots your board has open. Customers are seeing about a 31% lift in sales.
Reintroduced Ridgeline and offered a free post-storm inspection. No answer.
Sent the inspection offer with a reply-to-book option.
Connected. Homeowner asked about hail damage on the north slope.
Inspection Fri 2:00 PM, matched to crew capacity. AccuLynx updated.
Campaign rules
- Audience
- Past customers, storm area
- Touches
- 3 over 5 days, voice and text
- Booking
- Open inspection slots only
- Consent
- DNC and STOP honored on every touch
7%+
Set-rate lift
<30s
Speed to lead
24/7
Answering and booking
See how it works.
- 1
Build the audience and the offer.
Past customers, unsold estimates, or open leads in the storm area, pulled from the CRM. The offer, the script, the touch count, and the calling window are set with you.
- 2
Run voice and text over days.
A call on day one, a text on no answer, a second call on day three, each touch aware of what happened on the last one.
- 3
Book into capacity you have.
The agent reads open inspection and consult slots and books only into those, so the campaign fills the board without overbooking a crew.
Run the whole workflow.
- Runs seasonal and promotional outreach: storm-season roof inspections, spring windows promotions, financing offers, and end-of-quarter flooring sales.
- Sequences voice and text over days, with each touch aware of the last call, text, or reply.
- Books only into open slots on your board, by territory and by crew, so campaigns fill capacity without overbooking.
- Targets audiences from the CRM: past customers, unsold estimates, aged leads, or open leads in a storm area.
- Honors calling windows, do-not-call lists, and consent records, and ends the sequence on any opt-out.
- Answers offer questions from your approved script and hands off to a human agent on request.
- Reports reached, booked, and opted out per campaign, with every recording on the CRM record.
- Paces outreach to open capacity, so a strong response never outruns your crews.
Book straight into your CRM.
Live availability is read from the system you already run, and the appointment, transcript, notes, and lead source write back to the same record on the same call.
- improveit 360
- LeadPerfection
- MarketSharp
- AccuLynx
- JobNimbus
- Salesforce
- HubSpot
- ServiceTitan
Keep the conversation working after the call.
Campaigns that weave calls and texts over days are available from several vendors, and Craft runs them at that standard with capacity-aware booking on top. The same platform coaches your human agents on the calls the campaign generates, records and coaches the in-home visit the campaign booked, scores each lead and assigns the rep most likely to win it, and follows up on the estimate using what the homeowner said in the home. A campaign that fills the board on Monday keeps working through the close.
FAQs
What kinds of campaigns can the agent run?
Seasonal and promotional outreach to a list you choose: storm-season roof inspections after a hail event, a spring windows promotion, a financing offer for unsold estimates, or an end-of-quarter flooring sale. Each campaign has its own script, audience, touch sequence, and calling window.
How does a multi-touch campaign work?
The sequence mixes voice and text over several days. A typical run is a call on day one, a text on no answer, a second call on day three, and a final text, with each touch aware of the last one. A reply or a booking ends the sequence early.
How does it avoid overbooking my crews?
The agent reads live availability by territory and by crew and books only into open slots. Outreach is paced to that capacity, so a strong response fills the board without overbooking a single day.
How does it handle opt-outs and consent?
Do-not-call lists, calling windows, and consent records from your CRM apply before the first touch. A STOP reply or a spoken request to be removed ends the sequence and writes the preference back to the record.
Can it run a storm-season campaign for roofing?
Yes. Pull past customers and open leads in the affected area from your CRM, and the agent offers a free inspection, books it into open inspection slots, and writes the appointment to AccuLynx or JobNimbus. The same setup runs a spring windows promotion or a bath financing offer.
Does it report results?
Every campaign shows reached, booked, and opted out, with each call recorded and scored. The recordings sit on the CRM record so your inside-sales team sees the whole history.
What does it cost?
Starts at $999 per month, usage-based. Pricing scales with call volume, and a walkthrough covers the number that fits your call count and CRM.