Built for Contractors
PLATFORM / SALES AUTOMATION
PLAYBOOKS
Never Let a Lead Go Cold.
Multi-step email and SMS playbooks that keep every lead engaged — from first contact to signed contract — without manual chasing.
PLAYBOOKSAUTOMATED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Quote is sent
The moment you send a quote, the playbook starts. No setup required — it runs automatically.
02
Timed messages fire
24 hours later, a branded follow-up email goes out. Then again at 72 hours. Then a 7-day nudge.
03
Client responds or playbook stops
When the client opens, replies, or approves the quote, the playbook stops. No awkward double-messages.
02 / Overview
PLAYBOOKS
Most deals are lost not because the client chose someone else — but because the contractor stopped following up. Kaching's sales playbooks send timed emails and SMS reminders automatically, keeping every deal moving until it closes or goes cold by the client's choice.
Multi-step playbooks triggered on deal stage changes
Timed reminders: follow up 24h, 72h, and 7 days after quote sent
Email and SMS channels — reach clients where they respond
Custom playbook templates per service type
Stop automatically when client responds or approves
Track open rates and click-through on every playbook step
Closer Bot / Sequence Builder
Auto-Pilot: Active
Refresh
New Sequence
Step 02: High-Ticket Email Protocol
TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2
Hi [CUSTOMER_NAME],
Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.
We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.
View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
03 / SALES AUTOMATION
THE CLOSER BOT
1
Drip Sequence
Timed delivery of messages to keep leads warm.
2
Smart Triggers
Events that fire automation (Quote Opened, Unsigned, etc.).
3
Template Engine
Professional language designed for conversion and trust.
4
Reply Detection
Logic that halts automation the moment a client responds.
5
Channel Selection
Multi-channel reach across SMS and email for max impact.
6
Automation Log
Technical record of every automated touchpoint delivered.
1
2
3
4
5
6
Closer Bot / Sequence Builder
Auto-Pilot: Active
Refresh
New Sequence
Step 02: High-Ticket Email Protocol
TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2
Hi [CUSTOMER_NAME],
Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.
We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.
View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
Start Now
STOP LOSING DEALS TO SILENCE
See how this feature fits into your workflow.