Using Calling Campaigns to Follow Up With Leads
Following up is where many leads are won or lost. An AI calling campaign lets your agent call a list of contacts for you, so follow-ups happen even when your team is busy.
1. Choose the right contacts
Only include people you have the right to call, such as customers who asked for a quote or asked to be contacted. Keep a note of how each person gave permission, and remove anyone who has asked not to be called. Read the consent basics before you start.
2. Give the campaign one goal
Good campaigns do one thing: confirm interest in a quote, remind someone about a visit they requested, or ask if they still need help. One clear goal keeps calls short and respectful.
3. Write the opening carefully
The first few seconds matter. Have the agent say who it is, that it is an AI assistant, and why it is calling: "Hi, this is the AI assistant for Peachtree Plumbing, following up on the estimate you requested last week."
4. Make opting out easy
Include a line in the script for people who do not want more calls, and make sure those requests are honored.
5. Time it well
Schedule calls within permitted hours in each contact's time zone, and avoid calling the same person repeatedly.
6. Track and adjust
Use the call results in your dashboard to see who answered and what they said. Send the data to your CRM, webhooks or Zapier so your team can follow up on interested contacts.
Example campaign ideas
- Quote follow-up: call people who requested an estimate but have not replied, and ask if they still need help
- Requested reminders: remind customers who opted in about an upcoming visit
- Reactivation: check in with past customers who agreed to hear from you about seasonal service
Each of these calls someone who expects to hear from you, which keeps campaigns respectful and more effective.
Keep campaigns small at first
Start with a short list, listen to how the conversations go, and refine the script before calling more people. A small first batch also shows you how many minutes a campaign uses.
Campaigns use minutes from your balance; see how minutes work.
Put an AI phone agent to work
Answer more calls and follow up with leads from one dashboard. $99/month with 100 introductory minutes.