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Six triggers, from first call to referral

Six moments cover a roofing job start to finish. Each one names what has to happen for the text to fire and how fast it goes out.

  • The message for a missed call or a new inquiry, timed to go out within 60 seconds.
  • The appointment confirmation text, sent the moment a homeowner books an inspection.
  • The day-before reminder and the arrival-window text that goes out 30 to 60 minutes before the rep shows up.
  • The review request, sent the same day or the next morning while the job is still fresh.
  • The referral ask, timed for 3 to 5 days after the job is done.
  • The three consent and opt-out rules to set up before turning any of it on.
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Two pages. Load each trigger into your CRM once, and it sends itself from there.