Upframe

04 / 05

Books the lead

AI Appointment Setter

Every new lead gets a text back in under a minute, and the good ones get booked.

Best for

  • More leads than callbacks
  • Leads arrive faster than you can reply
  • Paying for ads or lead sites

<60s

from new lead to first text

ExampleA new lead at 11:12 AM

First reply sent in

0:00

  • Area…
  • Service…
  • Urgency…
  • Fit…
YCyour company

Today

12 PM
1 PM
2 PM
3 PM
4 PM
5 PM

AC tune-up

Estimate

In your CRM

  1. New
  2. Contacted
  3. Qualified
  4. Booked

How it runs

6 steps, trigger to done.

Hover a step to find it in the flow.

Example run
HOTWARMNOWeb formAdsHomeStarsText backQualifyFit?BookTo ChaserPolite noRemindersCRMPing you
  1. 01Catch

    Picks up every new lead: web forms, Facebook and Google ads, HomeStars, missed calls.

    MetaGoogle AdsHomeStars
  2. 02Reply

    Texts them back in under a minute, any hour of the day.

    Twilio
  3. 03Qualify

    Asks your questions: what is wrong, where, how soon, rough budget.

    Claude
  4. 04Decide

    Hot leads get booked. Warm ones go to the Quote Chaser. Poor fits get a polite no.

  5. 05Book

    Offers real open slots, books the job, and sends reminders so they show up.

    Google CalendarJobber
  6. 06Sync

    Updates your CRM and pings you with the booking.

    HighLevel

In practice

It only texts people who contacted you first, and anyone can stop the texts with one word.

What it handles

  • The first reply, every time, even at 11pm
  • The back and forth to find a time
  • Reminders so booked jobs actually show up
  • Filtering out work outside your area or scope

What you approve

  • The questions it asks, and what counts as a good lead
  • Which time slots it can offer
  • When to pull you in: big jobs, upset people, anything odd

What we need to start

  • Where your leads come from today
  • Your calendar or job software
  • Your qualifying questions, or we write them with you

Works with

  • Meta
  • Google Ads
  • HomeStars
  • Twilio
  • Claude
  • Google Calendar
  • Jobber
  • HighLevel

Want this running in your business?

Tell us how you work today. We will show you what this would look like for you, and what it would take.

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