Free lesson preview · Lesson 4 of 4 · 14 min
The Always-On Assistant: Automate Lead Capture & Follow-Up
Set up AI to catch and warm up leads around the clock — missed-call text-backs, instant replies, follow-up nudges — so nobody falls through the cracks while you're on the tools.
Most lost leads go to silence, not a better competitor: a missed call at 2pm, an enquiry at 9pm, a quote nobody followed up.
The always-on setup has three pieces:
- Instant capture — a missed call triggers an automatic text back ("Sorry I missed you — I'm on a job. What do you need and I'll reply within the hour?"). An enquiry gets an immediate, warm holding reply.
- Smart triage — AI sorts the message (quote? booking? tyre-kicker?) and drafts a response for your approval.
- Persistent follow-up — quotes and quiet leads get gentle, scheduled nudges until they reply or bow out.
In practice
Whatever you sell, the leak is silence: turn on an instant capture for missed calls and enquiries, automate gentle follow-ups on quiet leads, and keep every price and promise in your own hands.
The rest is free too — it just needs a seat.
- The full lesson, including the parts that do the heavy lifting
- 3 copy-paste prompt templates
- A worked example — real prompt in, real output out
- A do-it-now checklist
- The 3 mistakes everyone makes (and how to dodge them)
- A quick check-your-understanding quiz
- Practice on YOUR business with Alta, the AI coach
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