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Three touches for one lead, timed and phrased from what preceded a booking in this account since Jan 10, 2026 (542 decided leads, 124 booked). Copy what is useful; nothing is sent from here.
AI is drafting three touches from this account's follow-up history…
usually 10–20 secondsRe-open the conversation and offer an estimate slot
Short text if the call went to voicemail: one question, one time option
Last call with a specific time, then leave it with them
| Decided | Booked | Rate | |
|---|---|---|---|
| Same day | 226 | 62 | 27% |
| Next day | 78 | 12 | 15% |
| 2–3 days | 44 | 5 | 11% |
| 4–7 days | 2 | 0 | n<10 |
411 of 692 leads have a dated first follow-up in the sheet; the rest are undated or untouched.
| Decided | Booked | Rate | |
|---|---|---|---|
| Not written (usually “scheduled estimate”) | 283 | 66 | 23% |
| Call | 82 | 22 | 27% |
| Text | 29 | 3 | 10% |
A note that only says the outcome (“scheduled estimate”) has no channel; those are mostly the leads that booked on the first touch.
| Decided | Booked | Rate | |
|---|---|---|---|
| None logged | 148 | 33 | 22% |
| 1 | 289 | 80 | 28% |
| 2 | 90 | 10 | 11% |
| 3 or more | 15 | 1 | 7% |
Touches are logged outcomes, so more touches mostly marks the harder-to-reach leads rather than saying that persistence hurts.
| Decided | Booked | Rate | |
|---|---|---|---|
| Touch, channel not written | 271 | 63 | 23% |
| No touch logged | 148 | 33 | 22% |
| Call only | 90 | 24 | 27% |
| Text only | 30 | 3 | 10% |
| Call and text | 3 | 1 | n<10 |
Source: master-sheet Follow-up 1–3 entries for leads dated on or after the engagement start; channel read from the note’s own words; decided = booked, closed, bad, or 60+ days old. Voice: the sheet logs touches (“called and lvm”, “scheduled estimate”), not the messages themselves, so drafts follow that register rather than a saved script. Details in METRICS.md → AI layer → Follow-up drafts.
AI drafts are unavailable right now.
Ask and the other AI features are switched off in the sample dashboard. The timing, channels and talking points below still come from this account's own follow-up history; only the wording is missing.
Re-open the conversation and offer an estimate slot
Why: Leads touched the same day booked at 27% (n=226) against 15% the next day (n=78). As a first touch, calls booked 27% (n=82) and texts 10% (n=29); the notes that ended in a booking say "called" and "scheduled estimate" far more than anything else.
Short text if the call went to voicemail: one question, one time option
Why: Two days leaves room for a callback; "called and lvm" then "sent text" is the pattern in the notes that most often turns into "scheduled estimate".
Last call with a specific time, then leave it with them
Why: Leads with three or more logged touches booked at 7% (n=15): the ones still open after a week rarely convert, so the third touch is the last.
Plan from this account's follow-up history; no AI text · nothing is sent from here