Missed call
Missed-call text back
When a call goes unanswered then text a booking link within a minute
The follow-ups your team means to send. Sent.
Reminders, recalls, renewals, follow-ups and thank-yous run on their own, triggered by what actually happens in your practice or agency. You set the rules once.
WhenA quote request comes in
SendText: "Got it! Here's a link to pick a time."
Wait2 days
IfNo reply yet
SendEmail: options recap
StopThey booked
Ready-made for your industry
Automations we set up on day one.
Booking
Confirm & remind
When a visit is booked then confirm now and remind the day before
No-show
No-show rebook
When a visit is marked no-show then send a link to pick a new time
Recall
Recall reminders
When a patient is due back then text a recall with a booking link
After visit
Thank-you & review
When a visit is completed then thank them and ask for a review
New inquiry
New-patient nurture
When someone asks but doesn't book then follow up until they do or opt out
New quote
Instant quote reply
When a quote request arrives then reply in minutes with a time to talk
Open quote
Quote follow-up
When a quote is sent then follow up on schedule until they bind or decline
Renewal
Renewal reminders
When a term is ending then remind the client and your team ahead of time
Cross-sell
Missing-line check-in
When a client has one line then check in about the lines they don't have
Bound
Welcome & review
When a policy is bound then welcome them and ask for a review
Milestone
Birthday & life events
When a birthday or new home comes up then send a personal note
Automatic, not robotic
Smart enough to stop.
Automations listen for what people do, so nobody gets a reminder for something they already handled.
- Stops when they replyA real conversation takes over.
- Stops when they bookNo "still interested?" after they've scheduled.
- Honors opt-outsReply STOP and they're never texted again.
- Quiet hoursMessages wait for a sensible time of day.
- Your wordingEvery message written with you and approved.
What your team stops doing
Hand off the busywork.
Included in
Professional and Premium.
Both include automated follow-ups, reminders and the template library. Premium adds AI that answers calls and chats, plus automatic review requests.
Questions
About automations.
It's messages and tasks that run on their own when something happens, like a booking, a missed call or a quote request. SMBIZ sends the right text or email at the right time and stops when the person replies or books.
Not when they're timed to something the person did. We write every message with you, keep them short, and stop sequences as soon as someone replies, books or opts out.
Yes. Forms we build ask for consent, and opt-outs are honored automatically. You decide who gets contacted and when.
Yes. Ask us, or edit them yourself. Changes apply to everyone going through the automation from then on.
No. We set up the ones that fit your practice or agency and walk you through them before they go live.
Professional ($297/month) and Premium ($497/month), with no long-term contract.
Free quote
Automate your front office.
Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.
- The plan or custom build that fits
- Your monthly price and setup cost, in writing
- What we'll connect it to
- Your go-live timeline
- Call(281) 800-5664
- Email[email protected]
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A few details
Step 2 of 2 · So your recommendation fits.
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Want it faster? Call us on (281) 800-5664.