The Challenge

A husband-and-wife plumbing business was getting plenty of enquiries through their website and Google, but follow-up was inconsistent. Quotes would go out, then nothing — no follow-up, no chase. They estimated they were losing 3-4 jobs per week from poor follow-up alone. After-hours enquiries were completely missed until the next morning.

Our Solution

We built a simple but powerful follow-up automation: every quote triggers a 4-step follow-up sequence over 7 days — personalised email, text, email, final text. We also added an AI chatbot to their website that qualifies leads and captures contact details after hours.

How It Works In Practice

14-step follow-up sequence triggers automatically when a quote is sent: Day 1 (email), Day 2 (SMS), Day 4 (email), Day 7 (final SMS)
2AI chatbot on website captures after-hours leads — averaging 8-12 qualified leads per week that were previously lost
3Quote conversion rate jumped from 30% to 52% within the first month of automated follow-up
4Each follow-up message is personalised with the customer's name, job type, and quote details
5The system stops the sequence automatically when a customer responds, preventing over-communication
6Total setup took 4 days — the business saw positive ROI within the first 2 weeks

“We didn't think AI was for a small plumbing company. One simple workflow saves us $2,000/month in missed leads alone. Best investment we've made.”

Business Owner

Plumbing Services, Christchurch

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