Automation template · Speed to lead
Lead response — the first five minutes, handled.
The first responder template we ship as the default on every Bellhook deployment. Routes a fresh inquiry to a booked call before the lead cools — across SMS, email, and (optionally) AI voice — with the compliance layer already wired in.
What it does
First-touch within five minutes. Calendar nudge inside the hour.
The Lead response template fires the moment a new lead lands — from your intake form, your pipeline import, or the embedded web form — and walks that contact from inquiry to a booked 15-minute audit in under five touches. It’s the wiring a slow follow-up sequence is keeping you from.
Trigger event
What makes this fire.
When a new lead is captured via /intake, your pipeline import, or the embedded web form, with prior express written consent already on file. The trigger is consent-gated on the contact record — no outbound fires before the proof is logged.
Action sequence
The four-step default.
Timing and copy are placeholders to swap per vertical. The channel mix and the guard rails (consent on file, calling windows on AI voice, opt-out honors across channels) are wired by default.
Thanks for reaching out — [first name]. Here’s how [business] works in 60 seconds.
Hi [first name] — got your request. Want me to grab you a 15-min slot this week?
Three quick wins our clients typically see in the first 30 days.
Still thinking it over? Here’s a no-pressure 15-min audit.
Results you can expect
What good looks like.
- Faster first-touch across SMS, email, and AI voice
- Higher qualified-lead rate at the calendar-booking step
- Lift in booked-call conversion from warm leads
Next step