Automations We Offer

Core Lead Response Automations

• Instant Lead Response: Automatically reply to new leads via SMS/email within seconds of form submission.

• Missed Call Text Back: If you miss a call, an automatic text is sent so you never lose the lead.

• AI-Powered Follow-Up: Personalized drip campaigns that nurture leads for you 24/7.

Nurture & Conversion Automations

• Appointment Reminders: Reduce no-shows with auto-reminder texts and emails.

• Re-Engagement Campaigns: Revive cold leads with smart follow-ups at the right time.

• Pipeline Stage Updates: Move leads through your sales stages automatically based on their actions.

Customer Communication Automations

• Birthday & Anniversary Texts: Surprise clients and build loyalty with automated special occasion messages.

• Reputation Management: Request reviews after a deal closes. Fully automated.

• 2-Way Chat Routing: Auto-assign chats to the right team member or chatbot.

Internal Workflow Automations

• Task & Reminder Creation: Auto-create tasks for your team when key triggers happen.

• Internal Notifications: Get instant alerts when high-value leads come in.

• Smart Tagging & Lead Scoring: Leads are scored and tagged based on behavior.

Marketing & Engagement Automations

• Social Media Auto-Replies: Respond to Facebook/GMB messages instantly.

• AI Chatbot: Engage website visitors 24/7.

• Survey & Feedback Loops: Send surveys automatically after service.

Industry-Specific Automations

We also build proven automation templates for:

• Real Estate

• Home Services

• Cleaning Businesses

• Landscaping

…and more!

Custom Automations

Have a unique workflow? We’ll design it for you. Every business is different so your automations should be too.

Ready to Automate?

Book your free strategy call to see how Triello can save you hours and grow your revenue.