The LeadLasso Sales Agent monitors every live lead and open quote in your pipeline — following up at exactly the right interval, with the right message, automatically. No manual chasing. No leads going cold unnoticed.
New enquiriesEvery new lead gets an immediate response within 60 seconds — first-mover advantage on every enquiry.
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Open quotes24-hour, 72-hour, and 7-day follow-up sequences trigger automatically on every unseen quote.
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Cold leadsLeads that go quiet after 14 days enter a reactivation sequence — a second chance at every lost opportunity.
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Won dealsWhen a quote is accepted, the Sales Agent triggers onboarding and hands off to the Relationship Management agent.
Quote follow-up sequence — Sarah K.
1
DAY 0 — Quote sent
$4,200 bathroom reno quote emailed
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2
DAY 1 — Auto follow-up
"Hi Sarah, just checking you got our quote..."
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3
DAY 3 — Value follow-up
"We're holding your start date..."
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DAY 4 — Quote accepted
Sarah replied "Let's go ahead" — $4,200 won
The follow-up sequence
Right message, right time, every time.
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Day 1 — ConfirmationFriendly check that the quote arrived and an offer to answer any questions.
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Day 3 — ValueReinforces the key value, addresses common objections, holds the start date.
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Day 7 — UrgencyGenuine urgency: schedule is filling, follow-up booking window is closing.
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Day 14 — ReactivationIf still no response, a fresh angle — different message, sometimes a different channel.
FAQ
Common questions.
Yes — every message is written in your voice, reviewed and approved before launch. They sound like they came from you personally, not an automated system.
Replies are handled by the AI — answering questions, addressing objections, and moving toward a close. If it reaches a point requiring your judgment, it flags you with full context.
Both. The sequence typically starts with email (matching the quote format) and then moves to SMS if email doesn't get a response — where open rates are significantly higher.
Yes — separate sequences are configured for different job types, quote sizes, or customer segments. A $500 job gets a different sequence to a $50,000 project.
The Sales Agent is AI-powered and conversational — it handles replies and adjusts based on the prospect's responses. Follow-up Sequences is the broader automation for nurturing new leads. They work best together.
Related products
Works well alongside these.
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Speed to Lead
Ensures new enquiries get an immediate response — the foundation the Sales Agent's follow-up builds on.