SMS and email follow-up
Timely messages written for your business and sent from your own numbers and addresses.
AI Lead & Appointment Automation
Respond to every lead and keep appointments moving without losing the human touch.
AI Lead & Appointment Automation responds to new enquiries straight away, qualifies them, books appointments, sends reminders and follows up on leads that go quiet, then hands off to your team and updates the CRM.
The problem
The gap between enquiry and appointment is where leads go cold.
Advertising and calls can bring in leads, and the result still depends on what happens in the next hour and the next week. Slow replies, one-off follow-ups and manual reminders are the usual weak points.
Automation closes those gaps with a consistent first response and a sequence that stops as soon as a person has taken over.
Slow first responseNo reply after one attemptMissed callsNo-shows and late cancellationsOlder leads that were never revisited
How it works
How the lead workflow runs.
- 01New lead arrives
A form, call, chat or ad lead enters the workflow and is recorded.
- 02Instant response
An SMS or email acknowledges the enquiry and tells the person what happens next.
- 03Qualification
A short exchange checks fit, location and timing against your criteria.
- 04Appointment booking
Qualified leads are offered times from a connected calendar.
- 05Reminders
Confirmation and reminder messages go out before the appointment.
- 06No-response follow-up
Leads who go quiet get a limited, relevant sequence that stops on any reply.
- 07Human handoff
Staff are alerted when a lead is ready, asks for a person or needs judgement.
- 08CRM status update
Every step updates the lead's stage so the pipeline stays accurate.
Core capabilities
What it can be set up to do.
Missed-call text back
A message to callers you could not reach, so the enquiry is not lost.
Lead qualification
Questions that separate relevant enquiries from those you cannot help.
Calendar booking
Offer and confirm appointment times where a supported calendar is connected.
Reminders
Confirmation and reminder messages ahead of appointments.
No-show follow-up
A short message to reschedule when someone does not attend.
Lead reactivation
A considered sequence for older enquiries that never became appointments.
Handoff and CRM updates
Alerts to the sales team or front desk and automatic stage changes.
Privacy and data handling
Privacy and responsible use.
Automated messages go to real people, so the workflow collects only what is needed and respects their choices.
- Messages identify the business and are sent only where the business has a lawful basis to contact the person.
- Opt-out requests stop the sequence.
- Sensitive details are not requested over SMS or email.
- Follow-up volume is limited so the sequence does not become pressure.
- Automation supports communication and does not make high-stakes decisions about a person.
This describes how a workflow can be designed, not a compliance guarantee. Rules on call recording, messaging consent, automated-contact disclosure and data handling vary by place and industry, so the business's own advisers should confirm what applies to it.
Pricing
Lead & Appointment Automation Pricing
One-time setup
One-time work to build and test the lead and appointment workflow.
One-time setupStarting at $497one-timeRequest Automation Setup
Setup may include:
- Lead-response workflow
- Qualification logic
- SMS and email sequence setup
- Calendar booking
- Reminders
- CRM workflow
- Testing
Ongoing management
Adlyvo's fee for looking after the workflow once it is live.
Ongoing Management$297/monthAdlyvo management feeRequest Ongoing Management
Ongoing management may include:
- Workflow monitoring
- Follow-up sequence adjustments
- Qualification refinement
- Booking-flow maintenance
- CRM automation maintenance
- Ongoing optimization
- Support
The monthly amount is Adlyvo's ongoing management fee. It is not a software subscription and does not cover usage or third-party charges. SMS, email, AI and third-party usage fees may apply separately.
Don’t Take Our Word for It. Take Our Clients’.
Selected feedback from client projects delivered by the team behind Adlyvo.
- Real client feedback · Google Ads, tracking and landing pages
- Businesses in United States, India, Italy and Australia
“He helped us reduce our Google Ads budget by approximately 30% while making every remaining advertising dollar about 40% more productive.”
My phone rings consistently, and I get on average 3–5 quote requests a day.
“After his work, we saw clear improvements in campaign performance and lead quality. He is very responsive and knowledgeable.”
His work is exceptional. He has more than doubled incoming calls and added a quote request form to my website.
“The service helped my business to get more patients and to get good quality patients and leads. My Google performance has improved.”
“They help with setup of everything, from ads copy to campaigns and conversion tracking.”
“He is professional, responsive, and truly goes above and beyond to help. His support and recommendations exceeded our expectations.”
“Amazing work on the landing page! The design looks professional, modern, and premium, exactly what I was looking for.”
FAQ
AI Lead & Appointment Automation questions, answered.
What does AI Lead & Appointment Automation do?
It responds to new leads quickly, qualifies them, books appointments, sends reminders, follows up on quiet leads, hands off to your team and updates the CRM.
Is this the same as Lead Follow-Up?
It replaces the old Lead Follow-Up service and covers more: qualification, booking, reminders, no-show handling and CRM updates, as well as response and follow-up.
Will it guarantee more appointments?
No. It makes the response faster and more consistent, but results depend on lead quality, your offer, availability and how your team follows through.
Does it stop when someone replies?
Yes. A reply, a booking or an opt-out pauses or stops the sequence, and a person is alerted where that is set up.
Can it message people who have not asked to be contacted?
That should not be the design. Messages are for people who have enquired or are otherwise lawfully contactable, and consent rules are a question for the business's advisers.
How is it different from the CRM service?
CRM & Workflow Automation sets up the pipeline, ownership and rules. This service runs the conversations, booking and reminders on top of it. They work well together.
Does it work for regulated businesses?
It can support communication such as reminders and booking requests. It should not give medical, legal or financial advice, and professional judgement stays with licensed staff.
How much does it cost?
Setup starts at $497 one-time, and Adlyvo's ongoing management is $297/month. SMS, email, AI and other third-party usage fees may apply separately, and the free review confirms the scope before anything is agreed.
Want every lead answered and every appointment followed through?
Share how leads reach you and what happens next. The review covers response time, qualification, booking and where a person takes over.