Live contractor workflow

Follow up with leads automatically — then take over the conversation when they reply.

The Follow-Up Agent sends AI-assisted SMS sequences, stops automatically when a lead replies, and gives contractors a cleaner path to keep the conversation going from the business number.

Core value

What makes it different

When the lead replies, the cadence stops automatically so the business can take over the conversation instead of awkwardly continuing automation.

✅ Cleaner handoff. Faster response. Less lost revenue.

Most contractors don’t need a giant CRM.
They need consistent follow-up.

Leads go cold

Estimates get sent, then nobody follows up at the right time.

📲

Personal phone chaos

Replies get mixed into personal texting, making the handoff messy and easy to miss.

💸

Revenue leaks

Jobs are lost not because the estimate was bad, but because nobody stayed on top of the conversation.

Built to be simple, practical, and close more jobs.

Automation

AI-generated follow-up

  • 3-touch sequences
  • Contractor-friendly tone
  • Lead-based personalization
  • Fast setup
Core

Reply-aware workflow

  • Auto-stop on reply
  • Prevents awkward over-texting
  • Sets up human takeover
  • Keeps context tied to the lead
Scale

Dedicated business number

  • Per-contractor number provisioning
  • Cleaner brand consistency
  • Better conversation continuity
  • Foundation for inbox + reminders

Start with follow-up. Expand from there.

The Follow-Up Agent is one module inside the bigger TrickTrade platform vision.