Leads go cold
A single follow-up attempt leaves most of your marketing investment unrecovered.
Email & SMS
Follow up consistently — without anyone having to remember.
Most leads don't book on the first contact, and most past customers never hear from you again. Well-designed email and SMS sequences keep you present at the right moments — confirmations, reminders, check-ins and genuinely useful updates — while respecting consent.
Right for you if
- Businesses with a database of past leads and customers they never contact
- Practices with no-show or cancellation problems
- Teams that want follow-up to run reliably in the background
05Part of the Retain stage — more repeat business and referrals
The problem
What usually goes wrong
Missed calls are lost calls
When a caller reaches voicemail, many simply call the next business on the list.
Consent is an afterthought
Commercial email and SMS are regulated in most markets (CASL, GDPR, TCPA and others). Sloppy consent creates real risk.
What’s included
What Email & SMS includes
Scope is tailored to your business. These are the components we typically build and manage.
Lead nurture sequences
Helpful, timed follow-up for leads who haven't booked yet.
Appointment communication
Confirmations, reminders and preparation messages.
Missed-call text-back
Automatic SMS response when a call goes unanswered (where consent and context allow).
Reactivation campaigns
Re-engage past customers and dormant leads with consented, relevant offers.
Consent architecture
Separate, unticked consent capture, timestamps, sender identification and unsubscribe handling.
Deliverability
Domain authentication (SPF, DKIM, DMARC) and list hygiene.
How it works
Our process
- 01
Audit
Review lists, consent records and existing messages.
- 02
Map
Define moments that matter in the customer journey.
- 03
Write & build
Create sequences and automations in your CRM or ESP.
- 04
Refine
Measure replies, bookings and unsubscribes; improve.
How we measure success
- Reply and booking rate from sequences
- No-show rate
- Reactivated customers
- Unsubscribe and complaint rate
- Deliverability
Platforms & tools
- HubSpot
- GoHighLevel
- Klaviyo
- Mailchimp
- Twilio
- CRM-native SMS
Platform names are trademarks of their owners. Listing them describes tools we work with and does not imply partnership or endorsement.
Common questions
Can we email everyone who ever enquired?
Not necessarily. Consent rules differ by market — under Canada's CASL, for example, implied consent from an inquiry is time-limited. We help you segment by consent status; your legal counsel should confirm your approach.
Is SMS covered by consent rules?
Generally, yes. Commercial text messages are regulated in most markets (for example CASL, TCPA and GDPR/PECR). Consent, identification and opt-out requirements apply.
Works best with
Related services
CRM & Lead Management
CRM architecture, pipelines, lead routing and automated follow-up so every enquiry is captured, assigned and worked — fast.
AI Assistants & Automation
AI voice assistants, business chatbots and follow-up automation that answer, qualify and book — with human oversight.
Analytics & Attribution
GA4, Tag Manager, call tracking, Conversions API and offline conversions — measurement you can trust, tied to leads and revenue.
Meta Ads
Facebook and Instagram campaigns that create demand, retarget interested visitors and send real lead-quality signals back to Meta.
Let’s talk Email and SMS.
Tell us about your business. We’ll show you what we’d build first.
We typically respond within 2–3 business days.