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CRM Follow Up

The follow up you mean
to do. Done.

Most jobs are won on the second or third touch, and most shops stop after one. Forge follows up on every quote and every lead, on time, in your voice.

Remodeling contractor measuring new kitchen cabinets while homeowners watch
Quote follow up sentDay 2 check in
Every lead has a next step

You always know
what is next.

Called, quoted, approved, done, paid. Each job shows where it stands and the one thing it needs next, so nothing sits there looking like a quote.

Job progress tracker showing called, quoted and approved steps with the next step to book it in
What it does

Everything it handles.

01Quote follow ups

Day 2, day 5, day 10. Friendly, short, and it stops the moment they reply.

02Appointment reminders

Fewer no shows with a text the day before and an hour before.

03Old lead win back

A check in to past leads and customers when your calendar has gaps.

04Seasonal pushes

Tune ups, inspections, renewals. Sent to the right people at the right time.

05Clean pipeline

Every lead has a stage, a next step and a date. You see it all in one place.

06Works with your CRM

HubSpot, GoHighLevel, Jobber, ServiceTitan, Housecall Pro and more.

Missed call math

What voicemail is
costing you.

Move the sliders to match your shop. This is the work that walks to a competitor every month because nobody picked up.

Walking to voicemail each month
$0

That is $0 a year in jobs you already paid to get the phone to ring for.

0missed calls a month
0jobs those calls would have been
Get these calls answered

Math: calls a week × 4.33 × unanswered % × close rate × average job.

Questions

Follow Up questions.

Will it spam my customers?

No. Every sequence is short, stops the second someone replies, and honors opt outs automatically.

Do I need a new CRM?

Usually not. We plug into what you already use. If you have nothing, we set up a simple one for you.

Can I see what gets sent?

Yes. You approve every message before it goes live, and you can pause any sequence with a tap.

Pairs well with
Book a demo call

Stop losing leads
to voicemail.

On the call we show you what your AI would say to your customers. A live walk through, built for your business.

  • Month to month, cancel any time
  • Live in 7 days or less
  • You keep your number
  • Chicago team you can actually call

See your AI built for free

Tell us about your shop. We will build a sample agent and walk you through it on a short call.

Got itWe are on it.

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