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Automation

Automation & Workflows

Automated response sequences, follow-up workflows, and operational systems that handle the repetitive work so your team can focus on closing.

<60s
Avg. response time

How It Works

The automation flow

New Inquiry
Form / Ad / Call
Instant SMS
<60 seconds
Email Sequence
Multi-step drip
CRM Update
Auto-tagged & scored
Booked
Appointment set
Smart branching: If no response, re-engagement sequence triggers automatically

The Impact

Calculate your ROI

Monthly ad spend$5,000
$1,000$20,000
Without Automation
100
monthly inquiries
4h+
avg response time
1
conversions
With NEX
143
monthly inquiries
<60s
avg response time
6
conversions
Estimated additional monthly revenue
+$12,500
Based on $2,500 avg deal value

What's Included

Everything you get

Instant Response

New inquiries get a personalized SMS and email within 60 seconds. Before your team even sees the notification, the prospect has your name in their inbox.

Multi-Channel Sequences

Drip campaigns across SMS and email that adapt based on engagement. Opens, clicks, and replies trigger different paths.

Smart Routing

Inquiries are auto-scored and routed to the right team member based on service type, location, or custom rules.

Re-Engagement Workflows

Prospects who go cold get re-engaged automatically with tailored messaging based on their original interest.

Event & Appointment Follow-Up

Automated reminders, confirmations, and post-appointment sequences with open-rate-triggered SMS and time-delayed email reminders.

AI-Powered Personalization

Where applicable, AI drafts personalized responses based on the inquiry content, service interest, and engagement history.

Our Process

How we deliver

01

Audit & Map

We map your current follow-up process, identify gaps, and document every touchpoint where automation can replace manual work.

02

Design Sequences

We write every message, define every trigger, and map every decision branch. You review and approve before anything goes live.

03

Build & Connect

Sequences are built in your existing tools (HubSpot, Twilio, etc.) and connected to your CRM, forms, and ad platforms.

04

Test & Refine

We run test scenarios, verify delivery rates, and monitor performance for 2 weeks post-launch to optimize.

Built With

Technologies we use

HubSpotCRM
TwilioSMS
SendGridEmail
ZapierIntegration
MakeIntegration
OpenAIAI

Common questions

How quickly can new inquiries be contacted?

Within 60 seconds. Our instant-response automation triggers the moment a new inquiry comes in — sending a personalized SMS and email before most teams even see the notification.

Will this work with my existing CRM?

Yes. We integrate with HubSpot, Salesforce, Pipedrive, and most major CRMs. If your CRM has an API, we can connect to it.

What if a prospect replies to an automated message?

The system detects replies and can either route the conversation to a team member or continue the automated sequence based on your preference.

How many sequences do I need?

Most businesses start with 3-4 core sequences: new inquiry response, nurture, re-engagement, and post-appointment. We scale from there based on your needs.

Ready to get started?

Book a free 30-minute call to discuss your project. We'll map out your needs and give you a clear plan.

Automate Your Follow-Up