Sandy
Lead Follow-Up Specialist
Sandy responds quickly to new leads from the forms, ads, and inboxes you connect, asks the qualifying questions your sales team would ask, follows up persistently but politely, and books qualified prospects into appointments.
Online checkout for Sandy is coming soon. Book a call and we'll get you set up. Pricing is scoped during your consultation.
The role
What Sandy does
- Responds quickly to new leads from connected web, ad, and inbox sources
- Qualifies prospects using your criteria
- Runs a structured follow-up sequence until the lead replies or opts out
- Books qualified prospects into appointments
- Hands warm conversations to your sales team with full context
How they work
How Sandy works
Responds
Reaches out by text or email as soon as a new lead arrives.
Qualifies
Confirms need, timing, location, and decision-maker details.
Follows up
Sends a paced sequence of check-ins and stops when the lead opts out.
Books
Offers available times and places the appointment on your calendar.
Annual opportunity
Illustrative business scenario
These figures are hypothetical, not guaranteed, and based on sample assumptions.
- Potential Additional Revenue
- $40,000
- Productivity Value
- $10,000
- Total Annual Opportunity
- $50,000
How the scenario is calculated
- Potential Additional Revenue: 20 additional sales per year × $2,000 each = $40,000.
- Productivity Value: 5 hours per week × 50 weeks = 250 hours, × $40 per hour = $10,000 (about 250 hours freed per year).
- Total Annual Opportunity: the two added together, $50,000.
Important
- Potential additional revenue is revenue, not profit.
- Productivity value is the value of staff time freed for other work, not guaranteed cash savings.
- Benefits can overlap across employees, so totals for several employees should not simply be added together.
- Estimates exclude implementation, subscription, and other operating costs.
Interactive simulation
Coming soonLead follow-up walkthrough
An interactive walkthrough of how Sandy follows up with a new lead for a fictional business.
The Sandy demo isn't live yet. We only switch it on after it runs on a dedicated demo account with sample data and the safety checks are complete.
Roofing specialization
Roofing lead follow-up
Configured to qualify roofing leads from web forms, ads, and directories and move them to an inspection.
- Asks about roof age, damage, and project timing
- Checks property location against your service area
- Follows up on estimate requests that have not booked
- Books qualified homeowners into inspection slots
Example situations
Illustrative- "A homeowner submits a replacement quote form late in the evening."
- "A lead from an ad asks whether you work with insurance claims."
Ready to put Sandy to work?
Book a call and we will scope how Sandy fits your lead sources and follow-up process.
Online checkout for Sandy is coming soon. Book a call and we'll get you set up. Pricing is scoped during your consultation.