Reactivation Agent

For businesses built on repeat service

Bring clients back. Answer new leads.

You approve the follow-ups. We handle new enquiries from text, web forms, email and calls.

Invite only, for now. How to apply

Past clients

Who’s due back, texted only after you approve.

See every step
Northline HeatingIllustrative example
Maya BennettFurnace tune-up, Every year
You approved it, Monday 9:58 am

Hi Maya, it's Northline Heating. It's been a year since your furnace tune-up. Would you like us to arrange your next visit? Reply YES and our desk will be in touch. Reply STOP to opt out.

Maya

Yes please. Mornings work.

Yes, to your team.

Maya wants a morning. Your team books it.

Fictional business and client.

Apply for past clients

New leads

Answered first, then booked or handed to your team.

See every step
Northline HeatingIllustrative example
Priya ShahWrites in through your website
Priya, from your web form

Hi, new in town. Any openings this week? Furnace tune-up please.

First reply, by text

Hi Priya, it’s Northline Heating. Happy to help. Would you like a time this week, or a quote first?

Booked.

She picks Thursday 10 am. In your calendar, confirmed by text.

or

Handed over.

She wants a quote. Dana calls back by 4:30 pm.

Fictional business and client.

Apply for new leads

Every step, both sides.

You set the rules, the words and the hours. Nothing goes out to past clients until you approve it.

Past clients

  1. Your client list

    A spreadsheet, or an export from the app you use.

  2. Who’s due

    Your follow-up rules, per service and season.

  3. A draft for each

    In your business’s name, from your own number.

  4. You approve

    Nothing sends before you do.

  5. Sent

    Default: 10 am–6 pm in your business’s time zone.

  6. Replies

    Yes becomes a request for your team.

    STOP is never texted again.

    No reply, no chasing.

Each month, the newly due come back to you for approval, with an email two days before.

New leads

Lead handling in fullThe receptionist

  1. Comes in

    Text, web form, email or a phone call.

  2. First reply

    Promptly, by text when there’s a phone, by email when there isn’t.

  3. Who handles it

    Your team. A named person and a call-back deadline, with follow-ups until the lead replies.

    Or the receptionist, once it’s enabled for you, in the hours you choose: all day, overnight, outside staffed hours or custom.

  4. How it ends

    Booked in your calendar for supported services. New callers book on the call, then get a text. Callers already in the connected calendar get a text back.

    Handed to staff for quotes, emergencies, complaints, unclear requests or anyone asking for a person. The receptionist stops there.

Nobody answered yet? A text that day, a call task the next, an email on day three. All stop when the lead replies.

You set the words, hours and who calls back. The Playbook screen, captured from our synthetic test business. Each business is reviewed and switched on separately; we confirm the booking connection before activation.
The owner desk’s Playbook settings: the first message a new lead gets by text or email, who calls back by when, and the follow-ups while nobody has answered.

Where it stands

Invite only.Our team reviews each business before access. Receptionist booking is not enabled for any business yet.

Your booking setup.Apply with the calendar or booking system you use. We confirm the connection before enabling booking.

Phone booking is new.Booking during a live phone call hasn’t been tested yet.

Invite only, for now.

Tell us about your business. Our team reviews every application before switching anything on.

Your details

Step 1 of 2. Both steps are required to apply.

We use these details to review your application and contact you about access. Applying creates no account. Privacy.