Stop Losing Leads with AI-Assisted Follow-Up and Repeat-Business Workflows

​If customer follow-up is inconsistent, this workshop will help you create a clearer process for staying in contact with leads and past customers.

​You’ll map one common customer path, such as inquiry to appointment, quote to decision, visit to review, or past customer to repeat sale. You’ll use AI and simple workflow tools to draft follow-up messages, response templates, reminder steps, or repeat-business workflows that fit your business.

​You’ll leave with a practical follow-up sequence, message template, or simple workflow you can begin using after the session.

​Bring a laptop, tablet, or smartphone. Before the session, identify one area where follow-up could be more consistent, such as missed calls, quote follow-up, appointment reminders, review requests, past customers, or direct messages.

​This event is free for small business owners, entrepreneurs, and local business operators in the West Valley.