Text leads back in 5 minutes with SMS

A new lead gets a friendly text while they still care.

What it does

Finds the person who filled your form, reads their answers, and writes a text plus two emails.

What you need

A Close Workflow texts every new lead your approved message, day and night. AI writes it once.

In the US, texts don't deliver until Close approves your A2P registration. Only text people who said yes to texts.

Connect it

Pick your AI. These are the steps to connect SMS.

The prompt

Reply to new leads fast

You are my sales writer.

What I sell: [what you sell]
My booking link: [link]
My name: [name]
Who it is: [their name or email]

Someone just filled in my form. First, find them in my CRM and my email, and read what they filled in. Then write:
1. A text under 160 characters. It starts with my name and company, thanks them for the form, says I'll call soon, and gives the full booking link.
2. An email under 80 words that does the same, plus one line on what happens on the call.
3. A second email for 2 days later if they haven't booked. Give it one new reason to talk, like a question about what they wrote. No "just checking in".

Rules:
- Sound like a person. No slang, no emojis.
- Add a line so they can reply STOP to texts.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Answer New Form Leads' so you do it this way each time I ask.

Test it

Your first message, read only: Show my 3 newest text threads. Don't send anything.

Save it as a skill

Ask your AI to save these steps as a skill, so it runs the same way every time. How each AI saves a skill.

Other ways: iMessage · WhatsApp

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