Automation templates
Pre-built workflows. Swap the copy, keep the wiring.
Two opinionated sequences we ship as starting points: Lead response routes a fresh inquiry to a booked call in under five minutes, and Reactivation brings dormant contacts back without pestering the live ones. The trigger, the channel mix, and the compliance hooks are wired by default — the message body is a placeholder to swap.
Seeded automation templates
Trigger · New lead captured
Lead response
The first five minutes, handled across SMS, email, and AI voice.
Speed to lead
- T+0 multi-channel first touch (email, SMS, AI voice)
- Calendar booking nudge inside the same hour
- Three-step nurture until the lead books or opts out
Trigger · Lead dormant ≥ 30 days
Reactivation
Wake dormant contacts without pestering the live ones.
Lifecycle
- Quiescence check before any channel fires
- Value-add message, then a low-pressure audit nudge
- Suppression on no-engagement so live leads aren’t disturbed
Next step
See which of these fits your stack.
The 15-minute Bellhook audit grades your current CRM, phone, calendar, and review platform in four picks — and returns a buildable / partial / blocked verdict before you spend a minute on a sales call.
Run my audit