How we’d set up AI follow-ups for a local service business

Let’s say you run a local service business – maybe a gym, salon, agency, or repair service. Leads come in from your website, Instagram, and Google. Some days you’re fast at replying, other days you’re in meetings and messages pile up.

Here’s how we’d fix that with AI.

Step 1: Capture leads in one place

First, we make sure all forms, DMs, and chat messages end up in one system (a CRM or simple tool like Airtable/Sheets + automation). No more hunting across apps.

Step 2: Instant first response

As soon as someone fills in a form or sends a message, they get a reply in seconds:

You get notified, but you don’t have to react instantly.

Step 3: Smart reminders

If they don’t answer or don’t book, the automation follows up after a day or two with a friendly nudge. Not spammy, just human: “Hey, just checking if you still need help with X.”

Step 4: Pre-visit or pre-call information

Once a booking is confirmed, clients can get a short message with what to expect, what to bring, or how to prepare. It reduces no-shows and makes you look organised.

Step 5: After-care and reviews

After the job is done, AI can send a quick “How did it go?” message, plus a link for reviews. You end up with more testimonials and happier clients – without writing a single follow-up manually.

Priit P Avatar

Posted by