AI Workforce

Multi-Touch Follow-Up

Cross-channel nurture that never forgets.

The "I forgot to follow up" killer. SMS, email, and voice nurture cadences running on schedule against every lead in your pipeline. Personalized per touch, suppressed across channels when the prospect opts out of any one of them.

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What it does

Concretely, here's what ships

  • Runs multi-step cadences across SMS, email, and voice — your sequence, your timing, your channels.
  • Personalizes each touch using the lead's name, niche, last interaction, and intent signal.
  • Pauses the cadence the instant the prospect replies, books, or opts out on any channel.
  • Respects the global suppression list — opt out once, the agent stops contacting on all three channels.
  • Routes booked + replied leads to the lead qualifier or booking agent automatically.
How it works

From trigger to outcome

  1. Step 01

    Enrolled

    Lead enters the cadence after a trigger event — form fill, missed call, abandoned booking, cold list import, etc.

  2. Step 02

    Schedule the touches

    Cron lays out the cadence: e.g. SMS day 1, email day 3, voice day 7. Each touch checks compliance gates (TCPA window, A2P, suppression) before firing.

  3. Step 03

    Personalize + send

    Each touch is composed against the lead's history at send time — not pre-baked at enrollment. A reply on any channel pauses the rest.

  4. Step 04

    Hand off

    Engaged leads route to the qualifier or booking agent. Cold leads exit after the cadence ends and surface in the reactivator queue 90 days later.

Built-in compliance

The gates this agent enforces

Compliance is not a checklist you bolt on — it's a hard gate inside the send path. The agent cannot fire a single message that doesn't pass these checks first.

  • TCPA time window — never dials before 8am or after 9pm in the recipient's local timezone.
  • STOP / opt-out enforcement — Claude classifies every reply variant ("stop," "quit," "lose my number") and writes to the suppression list before the next send.
  • CAN-SPAM footer + physical mailing address injected on every outbound email — non-removable.
  • A2P 10DLC gate — campaign cannot launch until your number is registered with the carriers.
Verticals

Ships across all 35 niches

The agent runtime layers a niche-specific prompt patch on top of the base prompt at deploy time — the Multi-Touch Follow-Up you ship for an HVAC company sounds different from the one you ship for a dental office, even though it's the same agent definition.

Browse the 35 niche templates
What you connect

Wired into your stack on day one

  • GHL for SMS sends + lead-state writes.
  • Instantly (BYOK) or SendGrid for the email leg.
  • Vapi for the voice leg — same TCPA gates as the Voice SDR agent.
  • Suppression list shared across all three channels.
Calibration loop

Cadence health graded across all three channels.

Send-time compliance, suppression respect, personalization quality, reply-rate by step. When a step drifts on reply rate, you get a tune suggestion before the cadence keeps burning leads on a broken hook.

  • Graded
    Every interaction
    Voice + text rubrics
  • Drift flagged
    Same day
    Telegram + dashboard alert
  • Auto-deploy
    Never
    You approve every patch

Want to see Multi-Touch Follow-Up running for your niche?

Book a call. We'll walk you through a live demo on a real account, set up against the niche you're closing for. Zero slide deck. Zero "we could probably build that."

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Pairs well with

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