Client nurture that keeps you from being forgotten.
Prebuilt 12-month SMS + email nurture sequences for every industry, with holiday campaigns, birthday messages, and behavioral triggers — so leads never go cold.
Six-step automation process.
Each step is configurable, branchable, and measurable.
Lead added
New contact enters your CRM from any source
Segment
Tagged by source, industry, stage, interest
Week 1
Welcome sequence: 3 emails + 1 SMS over 7 days
Month 1-12
Weekly educational content + monthly promo
Triggers
Birthday, anniversary, holidays fire automatically
Loop
Sequence rolls forward at year-end automatically
Three real examples.
Built by actual customers and running right now.
Mortgage borrower
Weeks 1-52 of rate tips, home equity advice, renovation guides, refi alerts
Dental patient
Post-visit check-in, 6-month cleaning reminder, oral health tips, insurance renewal nudges
Service customer
Seasonal maintenance reminders, new service intros, loyalty rewards, referral requests
What customers gain.
127 businesses. Four industries. One platform.
Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.
Twelve months of follow-up, written before you start.
The sequences arrive already written for your industry. Onboarding is about making them sound like you.
Pick your industry
Mortgage, dental, legal and service-business sequences ship prewritten, so week one has content in it rather than a blank editor.
Make it yours
Every message is editable. Swap the voice, the offers and the timing, and add the local details that make it read like a person.
Let the triggers run
Birthdays, anniversaries, holidays and behaviour such as a page visit or a reply move contacts between tracks automatically.







