Sales sequences

Sales sequences that follow up on every lead and every quote

Most jobs are lost to silence, not to “no.” Build a follow-up plan once, enroll a lead or an unsold quote in one click, and HomerAI works it: emails send themselves, and every call and text lands on the right rep’s list on the right day.

Included on Growth plans and above.

How it works

Build it once. It runs for every lead you enroll.

  1. BUILD

    Lay out the steps

    A text now, a call tomorrow, an email in three days. Or let Homer draft the sequence for you from your website.

  2. ENROLL

    Add a lead, a quote, or a whole list

    Enroll one contact or company in a click, select a batch from your contacts, or put every unsold estimate into a quote follow-up.

  3. RUN

    Each step happens on its day

    Automated emails go out on their own. Calls, texts and other steps become tasks for the rep who owns the contact, due the day the step comes up.

  4. STOP

    Out when it’s over

    When a call shows the person isn’t interested, they’re taken out of every sequence automatically. Anyone can be unenrolled in one click.

HomerAI sequence builder for a 'New residential lead' sequence: a text message step first, a call task after one business day, and an automated email after three more business days, with eight contacts enrolled.

Three steps, four business days, eight leads enrolled.

Every kind of follow-up

Emails, calls, texts and tasks in one plan

Automated email

Sends itself from your own connected Gmail, inside the sending hours you set and spread out so a big list doesn’t all go at once. Anyone who has unsubscribed is skipped.

Call task

A call lands on the rep’s task list with the script you wrote for that step. Work them one by one, or through the parallel dialer.

Text message

The text is written and personalized ahead of time, and lands on the rep’s list as a task, ready to send.

Manual email

For the messages worth writing by hand, a reminder to send a personal email, with your draft attached.

To-do

Anything else that should happen on a schedule: drop off a brochure, check the permit, send a thank-you card.

LinkedIn connection

For commercial accounts, a reminder to connect with the decision-maker at the right point in the sequence.

Written for you

Homer drafts your sequences from your own website

Point Homer at your website and it writes up to three ready-to-use sequences in your tone, about the services you actually offer. Edit anything, then enroll.

  • New lead follow-up. The first few days after someone gets in touch.
  • Quote follow-up. For estimates that went out and haven’t come back.
  • Review and referral request. After the job, while the customer is happy.
  • Win-back. For past customers you haven’t heard from in a while.

Homer skips any that don’t fit your business. Every step can use merge fields such as the customer’s first name and company, and your email signature.

One list for the whole team

Every rep knows exactly who to follow up with today

Every call, text and email a sequence creates lands on one task list, tagged with the sequence and the step it came from, and assigned to the rep who owns the contact.

HomerAI task list showing an email task at step 3 of 3 and several 'Call to book a visit' call tasks at step 2 of 3, each tagged with the 'New residential lead' sales sequence and a due date.
The details that matter

Follow-up that stays professional

Business days, your time zone

“Wait 2 days” means two working days where your business is, so nothing lands on a Sunday.

Unsubscribes respected

Someone who unsubscribes or is marked do-not-email never gets another sequence email.

“Not interested” ends it

When a recorded call’s AI summary shows the person isn’t interested, they’re removed from every sequence and their remaining tasks are cleared.

Everything on the record

Every automated email shows up in Sent and on the contact’s history, marked as sent by the sequence.

Nobody’s lead falls through

Each step goes to the rep who handled the last one, or the contact’s owner, so a task never lands on nobody.

Weather-ready

When a storm, heat wave or freeze is coming, the Weather Agent drafts a sequence for it, paused until you turn it on.

Questions

Sales sequences FAQ

Automated email steps send on their own. Every other step, including calls and texts, becomes a task for the rep on the day it’s due, with the script or message already written.

Your own. Connect your Gmail account to HomerAI, and sequence emails go out from it, so replies come straight back to your inbox.

They finish the last step, or you unenroll them in one click, which clears their remaining tasks. If a recorded call shows they’re not interested, Homer removes them from every sequence automatically.

Yes. Filter your contacts, select them, and enroll the whole batch. Automated emails are spread across your sending hours rather than all leaving at the same minute.

Sales sequences are included on Growth plans and above. See pricing for the full comparison.

Everything for sales teams

Bring us your open quotes

We’ll set up a quote follow-up sequence in the demo and show you what your team would be working tomorrow.