Multi-SOP Sequencing · Operator Approval Queue
Every lead, every customer, the right sequence at the right time.
Most owner-ops keep follow-ups on a notepad and lose half of them. The lead who didn't reply Tuesday — call Friday or wait until Monday? The estimate you sent last week — did the customer open it? The job booked next month — did anyone confirm with them yet? Follow-Up Automation runs three SOPs at the same time: a lead sequence, a pre-job confirmation sequence, and a post-quote sequence. Each step fires at the right moment on the right channel — email, SMS, or a call notification to your phone. You approve the big touches; the routine ones fire on their own. Built for trades at $99/month flat. No per-zap pricing. No per-seat scaling.
100%
Of scheduled follow-ups fire on time
The engine runs every hour. Every scheduled touch — every email, every SMS, every call notification — fires on time. Doesn't matter if you're on a job site, asleep, or in a meeting. Operator mode means you approve before it sends. Auto mode means it sends without you. Either way, the cron doesn't forget.
Follow-up is where owner-op revenue goes to die. The lead who texted Tuesday — did you call back? The estimate you sent last week — did the customer even open it? Most owner-ops know they need a follow-up system. Few run one. The painter's notepad goes stale. Calendar reminders get dismissed. Leads stop coming back.
Follow-Up Automation runs three SOPs covering the customer journey from first inquiry through job done. The Lead SOP fires when a new lead lands in your Hub. The Booked SOP fires when an estimate gets accepted. The Estimate SOP fires when a quote gets sent. Each step has a channel — email, SMS, or call notification — and an AI-drafted message in your voice. You see what's about to fire in your Approval Queue. Big touches wait for your tap. Routine ones fire on their own. The cron runs every hour. The engine doesn't forget.
Zapier wants you to build every flow yourself, debug every integration, and re-fix every breakage when an API changes. HubSpot Workflows runs $890/month minimum plus a $3,000 setup fee — and assumes you have a sales team to feed it. The pattern is the same across the rest: each tool either makes you build the system or builds it for an enterprise sales org, not an owner-op. None of them know what a "24-hour check-in after estimate sent" should say to a homeowner who just got a $3,650 quote. Follow-Up Automation ships with the SOPs already built — tuned for owner-op rhythms, scripted in trade voice. Operator-vs-Auto mode gives you the choice every owner-op actually wants: approve the touches that matter, let the engine handle the rest. $99/month covers everything.
Follow-Up Automation works on its own — you can run the three SOPs against any lead or customer record you create by hand. It gets a lot stronger when paired. Add Lead & Customer Hub ($99/mo) and every new lead enters the Lead SOP on its own. Every closed job enters the Estimate SOP on its own. No manual queue-up. Add Email Command Center ($99/mo) and follow-up emails send from the right account with the right signature, and customer replies thread back into the conversation. Add Estimating Engine ($149/mo) and sending a quote triggers the Estimate SOP. Add Repeat Customer Engine ($129/mo) for the fourth SOP — the post-job retention sequence — running through the same engine. Most operators run this paired with at least the Hub.
"The cron doesn't forget."
Every scheduled touch fires on time. You stay focused on the work.
The estimate funnel
AERYSCRMEstimate SOP
5 estimates in follow-up·16 removed from SOP
Sent
0Empty
Opened
2Pinecrest Job
$4,300·today
Brookside Residence
$3,150·1d ago
48hr Call
1Hawthorne Estate
$19,400·3d ago
5 Days
2Riverbend Project
$2,200·2d ago
Ashcroft Job
$4,750·4d ago
15 Days
0Empty
Mockup defaults to painting (LBV Painting as the reference implementation). Lead SOP and Booked SOP run the same kanban structure with stages and timing tuned per SOP — switch via the tabs above. Demo data is fictional. The action buttons on each card are the actual mechanism — schedule, mark complete, edit, snooze, skip — all inline.
Inside the module
Five steps that fire the moment a new lead enters your Hub. 24-hour check-in email. 48-hour SMS follow-up. 4-day call notification. 7-day final email. 14-day "still interested?" text. Built for owner-op rhythms, not sales-team cadences. Each step is tuned to match how you actually write to leads.
Configured per trade during deployment. Edit any step anytime.
Three steps that fire when an estimate gets accepted. Confirmation email right away. Day-before SMS reminder. Morning-of SMS. Kills the "did anyone confirm with them?" question. Customers who get pre-job touches show up ready. Customers who don't show up confused.
Optional: add a follow-up SMS the day after for a satisfaction check.
Immediate
Day-before
Morning-of
Optional: add a follow-up SMS the day after for a satisfaction check.
Four steps that fire when a quote gets sent. 24-hour open-or-not check (different message if they opened the PDF vs didn't). 3-day reminder. 7-day final. Plus a win/loss capture when the estimate closes either way. The win/loss capture is an internal task for you — it tracks the real reason customers picked you or didn't, so you can fix your pricing or pitch.
Win/Loss data flows into the Hub's source ROI dashboard.
Win/Loss data flows into the Hub's source ROI dashboard.
Every step in every SOP can be set to require approval or fire on its own. Operator mode means the engine queues the touch, drafts the message, and waits for your one-tap approval. Auto mode means the engine fires without you. Most operators run a mix: Lead SOP step 1 needs approval (first impression matters); the Booked SOP day-before reminder fires on its own (routine confirmation). You set it during deployment. You change it whenever.
Per-step granularity. Default config provided during deployment based on your comfort level.
See every sequence, every step, every customer at a glance. Filter by SOP, status (pending, sent, skipped, failed), or date range. Track which sequences get the most replies, which steps get skipped most often, which customers are mid-sequence. Click any row to see the full history — every touch sent, every reply, every step skipped and why. The owner-op view of your follow-up funnel in one screen.
47
Active Sequences
184
Touches Sent (7d)
28
Replies Received
3
Awaiting Approval
11
Skipped (7d)
Recent activity
Lead SOP step 1 · 24hr Check-In
Awaiting your tap
Booked SOP step 2 · Day-before reminder
Sent automatically · SMS
Lead SOP step 1 · Reply received
Sequence paused
Estimate SOP step 2 · 3-day reminder
Sent automatically · Email
Click any row to see the full sequence history. Filter by SOP, status, or customer.
The flow
A new lead lands in your Hub. An estimate gets sent. A booking gets confirmed. The trigger event queues the right SOP for that record.
Each step is scheduled from the trigger — 24 hours, 48 hours, 3 days, 7 days. The schedule sticks to business hours by default (no 2 AM sends). Skips weekends for non-urgent touches.
The engine wakes up every hour, finds touches due, drafts the message in your voice, and queues it. Operator-mode steps wait for your approval. Auto-mode steps fire right away. Failed sends retry. Stuck failures alert you.
When a customer replies, the engine pauses their sequence — no more "follow up on the lead" emails to someone who already booked. Replies route through Email Command Center (when paired) and update the customer's Hub record. Win/loss outcomes go to the dashboard.
The switch
The old way
Aerys Follow-Up Automation
Follow-Up Automation replaces Zapier, HubSpot Workflows, manual reminders, and the notepad of follow-ups owner-ops keep today. Add Lead & Customer Hub ($99/mo) and trigger firing happens on its own. Add Repeat Customer Engine ($129/mo) for the fourth SOP — the post-job retention sequence — running through the same engine.
By trade
For painting, the Lead SOP runs the standard 5 steps tuned to painting timing. Most painting leads decide within 7 days or never. So the 14-day "still interested?" final touch is the last shot. The Estimate SOP's 3-day check is the highest-value touch — painting customers often share the quote with a spouse or designer at that point. Booked SOP's day-before SMS matters: the crew shows up at 8 AM and customers who weren't reminded are still in pajamas. Operator mode on for Lead Step 1 (first impression). Auto mode for everything else.
Connections
Universal · every trade
Google Calendar
Two-way sync. Self-serve scheduling links book straight into your calendar. Calendar events trigger Booked SOP touches.
SendGrid
Sends sequence emails. Works on its own. Hooks into Email Command Center for shared inbox routing when paired.
Twilio
Optional SMS channel for sequence touches. Required for SMS steps. Email-only mode works too.
iOS / Android
Mobile-first design. Approve queue items from the truck. Edit drafts on the fly.
Aerys modules · Hub pairing makes triggers fire automatically
Follow-Up Automation gets richer with every Aerys module you add. Hub pairing is what makes triggers fire on their own. The rest add depth to what the engine can do with each scheduled touch.
Lead & Customer HubRecommendedNew leads enter the Lead SOP on their own. Job state changes (booked, completed) trigger the Booked and Estimate SOPs. Without the Hub, you queue sequences by hand for each record.
Email Command CenterSequence emails go out from the right account with the right signature. Customer replies thread back into the inbox. Reply detection pauses the sequence so you don't keep emailing someone who already responded.
Estimating EngineSending a quote triggers the Estimate SOP. Email drafts pull pricing details from the estimate.
Repeat Customer EngineThe 4th SOP (post-job retention sequence) runs through Follow-Up Automation. Adding both modules unlocks all 4 SOPs.
Review ManagerReview request emails are a retention SOP touch. With Repeat Customer Engine, the review request fires as a sequence step.
Operator AIAnswers questions about sequence performance ("which lead-SOP step gets the most replies?") pulled live from the Sequence Activity dashboard.
Pricing
Monthly is monthly. No contracts. Setup is included. Deploy in 7 to 10 days. We set up your three SOPs (Lead, Booked, Estimate) for your trade's timing, train the AI drafts on your past sent emails, set Operator-vs-Auto defaults per step based on your comfort level, and connect Google Calendar, SendGrid, and Twilio (if SMS is in scope). Billing starts when you go live.
What's included
·All five sub-features (Lead SOP, Booked SOP, Estimate SOP, Operator/Auto Mode, Sequence Activity dashboard)
·Three SOPs with editable per-step timing, channel, and copy
·Operator-vs-Auto Mode toggle (per-step granularity)
·Voice-trained AI drafts for every sequence step
·Hourly cron processor with retry on failed sends
·Sequence Activity dashboard with filter by SOP, status, customer
·Reply detection (pauses sequences when customers respond)
·Two-way Google Calendar sync for self-serve scheduling
·iOS / Android responsive
Optional upgrades (in your cart)
Custom SOP design (4th, 5th, 6th custom sequence beyond the standard 3)$1,500 one-time
Migration from Zapier / HubSpot Workflows / legacy scheduler$497 one-time
White-glove onboarding$2,500 one-time
$99/mo
Follow-Up Automation
3 hours setup · 7–10 days to deploy
Add Follow-Up Automation to your cartBook a demo firstBest paired with
Lead & Customer Hub +$99/mo
Strongly recommended. New leads enter the Lead SOP on their own. Without the Hub, you queue sequences by hand.
Add both to cartCommon questions
Add Follow-Up Automation to your cart and book a call. We'll review how you handle follow-ups today (or don't), set up your three SOPs for your trade's timing, train the AI drafts on your voice, pick Operator-vs-Auto defaults based on your comfort level, and deploy in 7-10 days. Every lead and customer running on automatic by month end.
Questions about Follow-Up Automation?
Book a call and we'll review how you handle follow-ups today, configure your three SOPs for your trade, train the AI drafts on your voice, and walk through what live deployment looks like.
Book a call Add to cart