I will automate your lead follow up reviews and appointment booking
About this gig
Stop losing leads after the first form, call, or appointment. I configure an automated follow-up system that captures leads, sends timely messages, books appointments, requests reviews, and keeps your pipeline moving.
Ideal for local services, agencies, clinics, real estate teams, and appointment-driven businesses.
Packages can include:
- Lead capture and qualification
- Email follow-up through TachyonOS Flow
- Appointment scheduling and reminders
- Post-service review requests
- CRM or database handoff
- AI-assisted routing and workflow logic
- Testing, documentation, and training
Process: intake and workflow map, configuration, included connections, scenario testing, then launch guidance.
The implementation is powered by TachyonOS and may use approved third-party services. Messaging, email, data, AI usage, third-party subscriptions, and ongoing platform service are not included unless the package or custom offer says otherwise. Required ongoing costs are disclosed before work begins.
Message me before ordering for unusual integrations, regulated data, custom channels, or high campaign volume.
Get to know Chris B.
AI Systems Architect, Voice Agents and Business Automation
- FromUnited States
- Member sinceApr 2017
- Avg. response time1 hour
Languages
English
FAQ
What do you need to build the workflow?
Please provide your lead sources, pipeline stages, approved messages, timing rules, booking rules, review process, escalation logic, and access to the accounts included in your package. Do not send passwords in chat.
Which follow-up channels are included?
Email follow-up is available through TachyonOS Flow. Calendar actions and review requests can be included. SMS, voice, data enrichment, extra channels, and high volume may require a custom offer and separate usage costs.
Can you automate review requests?
Yes. I can configure post-service review requests with timing, eligibility, reminder, and stop rules. You are responsible for ensuring that your review practices and customer communications comply with applicable platform rules and laws.
Are ongoing software and usage costs included?
The Gig covers the stated implementation. Messaging, email, AI, data, phone numbers, third-party subscriptions, and ongoing TachyonOS service are separate unless the package or custom offer explicitly includes them.
Can you connect my CRM or calendar?
Yes, when the integration is supported and included in the package. Shared, individual, and group calendars are supported. Please message me before ordering for uncommon CRMs, custom APIs, or complex legacy systems.
