Watch for the trigger
Respond when a lead goes quiet, a proposal stalls, work finishes or a customer becomes dormant.
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RETENTION AND FOLLOW-UP
Keep customers coming back
Continue the relationship after the first conversation or completed job with timely follow-up that still knows the customer’s history.
See Opsly in action ↗Built for appointment, project and field teams.
✓The right follow-up runs at the right moment
1A trigger starts the workflow2Timing and channel are configured3The sequence stops when the goal is met
WHAT COMES IN
Signals from the customer journey.
- A new lead
- An estimate with no response
- A lead that has gone quiet
- A completed job or appointment
- A cancellation, no-show or dormant customer
- Customer history and last-contact date
WHAT OPSLY CREATES
Usable records and visible next steps.
- Enrollment in the appropriate follow-up workflow
- A contextual text or email
- A revived opportunity or rebooking conversation
- A review or referral request
- An updated status with the outcome tracked
HOW IT WORKS
One connected workflow.
Use the right context
Keep the message connected to the service, conversation and outcome that came before it.
Create the next visit
Rebook, reactivate, request a review or invite the customer to refer someone new.
WHAT OPSLY ACTUALLY DOES
From capability
to business result.
Each action keeps the customer, the work and the outcome connected instead of creating another isolated tool.
CapabilityWhat Opsly doesWhat changes
Capability01Estimate follow-up
What Opsly does
Contacts customers after an estimate has gone unanswered for the configured period.
What changes
More proposals receive a decision instead of quietly expiring.
Capability02Cold-lead recovery
What Opsly does
Identifies leads with no recent contact and restarts the conversation with context.
What changes
Existing opportunities are recovered before the business buys more leads.
Capability03Cancellation and no-show recovery
What Opsly does
Uses connected status changes to move the customer toward another time when configured.
What changes
More lost appointments have a path back to the calendar.
Capability04Post-completion follow-up
What Opsly does
Sends a configured thank-you, review request or referral invitation after completion.
What changes
Good customer experiences produce visible trust and future demand.
Capability05Dormant-customer win-back
What Opsly does
Reaches customers who have not booked or purchased again within the selected period.
What changes
The existing customer list can create repeat revenue.
AUTOMATION WITH CONTROL
What Opsly handles.
What your team controls.
AI and automation move the routine steps. Your team keeps authority over rules, exceptions and customer commitments.
- ✓Watch for configured timing and status triggers
- ✓Enroll the right customer in the matching workflow
- ✓Send the approved text or email steps
- ✓Stop or update the workflow when the goal is reached
- →Choose the trigger, timing and channel
- →Write or approve the message sequence
- →Pause or disable any automation
- →Take over when a customer replies or needs help
OPSLY IN THE REAL WORKFLOWKeep the customer journey moving.
WHAT THIS CHANGES
More context.
Fewer gaps.
Lead recovery
Bring promising conversations back before the opportunity is lost.
Reviews and referrals
Turn completed work and strong experiences into visible trust and new business.
Customer reactivation
Use the existing customer list to create repeat revenue without starting from zero.
APPOINTMENT-TEAM EXAMPLE
A quiet customer becomes an active booking again.
The follow-up sequence responds to customer behavior without forcing the team to remember every unanswered estimate or overdue rebooking.
- 01
A customer receives a treatment estimate but does not respond.
- 02
After the configured delay, Opsly sends the approved first follow-up message.
- 03
If there is still no response, the next configured step runs later through the selected channel.
- 04
The customer replies, reopening the conversation with the original estimate and history attached.
- 05
Once the customer books or the team takes over, the workflow exits and the outcome is recorded.
WHAT STAYS CONNECTED
No isolated handoffs.
Pipeline statusCustomer historyTextEmailAppointmentsCompleted workReviews and referrals
SEE THE COMPLETE CUSTOMER JOURNEY