
Multi-step email and SMS sales playbooks that keep every lead engaged until they sign.
Choose when and how often to follow up after a quote is sent.
System sends personalized messages automatically if no action is taken.
Clients respond to the reminders, moving the deal closer to won.
The fortune is in the follow-up. Kaching's sales playbooks handle the persistence for you, sending professional messages to clients who haven't signed or paid.
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.
Timed delivery of messages to keep leads warm.
Events that fire automation (Quote Opened, Unsigned, etc.).
Professional language designed for conversion and trust.
Logic that halts automation the moment a client responds.
Multi-channel reach across SMS and email for max impact.
Technical record of every automated touchpoint delivered.
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.
See how this feature fits into your workflow.