LeeAI

Services

Customer follow-up and workflow setup shaped around your service business.

Lead follow-up

Organize inquiries from agreed sources and define the next response, reminder, and handoff. Setup includes the selected message sequence, timing, and rules to stop follow-up when a customer replies, books, or opts out.

Text messaging requires a separately approved and tested setup. A missed call alone is not treated as permission to text.

Review requests

Plan review invitations after an agreed service milestone. Setup covers the business review link, eligible customer source, invitation timing, and duplicate or opt-out handling. Customers decide whether and what to review; no positive rating is promised.

Appointment support

Define booking handoffs, confirmations, and reminders around the business calendar and availability. The calendar, recipient details, scheduling rules, and cancellation handling must be checked before use.

Selected customer follow-up programs

  • Estimate follow-up: follow up on an open estimate until a reply, decision, or agreed stop point.
  • Service reminders: remind eligible customers about a real service event or due date supplied by the business.
  • Reactivation: contact an agreed, eligible customer group using approved timing and copy, with reply and opt-out handling.

Program availability and automation depend on the agreed scope and verified source information.

Setup, verification, and ongoing care

We document the selected workflow, configure business details and messaging, check the agreed behavior, and explain how you use and oversee it. Ongoing work follows the agreed service scope; changes and usage are discussed before acceptance.

Some services are still being prepared and verified. This page describes the service scope, not a statement that every feature is currently available or approved for launch.

Discuss your needs