Work every lead until it books.
New web leads, aged leads, canceled appointments, and unsold estimates each get a call that reintroduces your company and books the consult, with a text from the text agent when nobody picks up. Customers are seeing about a 31% lift in sales.
Attempt log
- Day 1 · 10:12 AM
- Call, no answer · text sent
- Day 1 · 6:40 PM
- Homeowner replied: call after 6
- Day 2 · 6:05 PM
- Connected · revisit booked
- Reminder
- Text Wed 5 PM
7%+
Set-rate lift
<30s
Speed to lead
24/7
Answering and booking
See how it works.
- 1
Pick the list from your CRM.
Web leads that never booked, aged leads from last season, canceled appointments, and unsold estimates flow in from the CRM with the notes your reps left.
- 2
Call with the context.
The agent reintroduces your company, references the sample they liked or the reason they canceled, answers questions, and asks for the appointment.
- 3
Book it or keep working it.
A booked consult writes to the CRM with the confirmation sent. No answer triggers a text and a second call at a better time. A do-not-call request ends the sequence.
Run the whole workflow.
- Calls new web leads that never booked, aged leads, canceled appointments, and unsold estimates from a CRM list or a live trigger.
- Reintroduces the company by name and references the rep, the product, and the price from the original appointment.
- Answers objections on price, timing, and financing from your approved answers, then asks for the consult.
- Books the revisit or new consult against live availability and writes it to the CRM record.
- Sends a text through the text agent when a call goes unanswered and continues the conversation on the reply.
- Runs reminders before booked appointments and resets canceled ones the same day.
- Retries at different times of day and stops at your attempt limit or on a do-not-call request.
- Logs every attempt, outcome, and recording to the CRM so the inside-sales team sees the whole history.
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.
Outbound calls that reintroduce the company and book the consult are available from several vendors, and the Craft agent runs them at that standard across web leads, aged leads, cancellations, and unsold estimates. The same platform recorded the original in-home appointment, so the call references the sample the homeowner liked and the price they were quoted, scores every unsold estimate hot, warm, or cold, and briefs the inside-sales rep before they dial. It also coaches your human agents on every call and assigns each booked lead to the rep most likely to win it.
FAQs
Which leads does the outbound agent call?
Four lists: new web leads that never booked, aged leads that went quiet, canceled appointments that need a reset, and unsold estimates after the in-home visit. Each list has its own script, attempt limit, and calling window, and the lists sync from your CRM.
How does it reintroduce the company on the call?
It opens with your company name, the reason for the call, and the detail that makes it relevant: the form the homeowner filled out, the appointment they canceled, or the rep who visited. On unsold estimates it references the product and price from the original appointment.
What happens when nobody answers?
The text agent sends a text, and the voice agent schedules a second call at a different time of day. If the homeowner replies to the text, the conversation continues there and can still end in a booked consult.
Does it handle canceled appointments?
Yes. When an appointment is canceled in the CRM, the agent calls to reset it, offers the next open slots, and writes the new time back. Reminders go out before every booked appointment to keep the reset from slipping.
How does it follow up on unsold estimates?
It uses the rep notes and, where the appointment was recorded with Craft Field Sales, the actual in-home conversation: the objection, the initial price, and the lowest price offered. Every unsold estimate is scored hot, warm, or cold, and the inside-sales rep gets a briefing before any human call.
How does it handle do-not-call requests and consent?
Do-not-call lists, calling windows, and consent records from your CRM apply before the first attempt. A homeowner who asks to be removed ends the sequence on that call, and the preference writes back to the record. Scripts and attempt limits are reviewed with you during implementation.
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.