When to use: A qualified lead has just booked a sales call on the calendar.
How to use
- Automated SMS opener fires the moment the booking confirms. Respect the business-hours guardrail.
- Reply to their answer manually within 10 minutes during business hours.
- Once the SMS conversation confirms ICP, double-dial them within 5 minutes to attempt the pull-forward (do the call now if they’re free).
- Send relevant trust assets matched to their application answers during the cadence (case study for their trade, etc.). Only when there’s something genuinely useful, not for the sake of touching.
- Send reminders: night before, morning of, 1 hour before, 15 minutes before with the call link.
- If they go silent, escalate channels (text → voice note → call). Don’t drop. Don’t badger.
- If they haven’t responded by 12 hours before the call, send the cancel-and-reschedule offer.
Scripts
Immediately on booking (automated)
Hey {NAME}, this is Tyler from Lead LiftOff. Saw you just booked a call. What type of business do you own?
Send. Wait for response.
Reply to their business type (qualified ICP)
Default:
Very cool, where are you located?
With social proof (only if true):
Nice, I’ve got some {trade} I’m currently working with, where are you located?
If their answer reveals they’re outside ICP → go to 03. DQ.
Pull-forward call attempt (double-dial within 5 min of ICP confirmation)
If they answer:
Hey {NAME}, Tyler from Lead LiftOff. Saw you booked for {DATE/TIME}. I actually have a few minutes right now, any chance you want to knock it out?
If yes → transition into the Sales Call Script.
If no → use the info-gather frame:
No worries. Got 30 seconds for me to ask 2 quick questions so I can prep something specific for you before the call?
Questions:
- What’s the biggest thing you’re trying to fix in the next 6 months?
- What have you already tried?
End with: “Awesome, I’ll have something ready. Talk {DATE}.”
If they don’t answer (after double-dial):
Drop a pretext text right after:
Hey {NAME}, Tyler here from Lead LiftOff. Wanted to ask a couple quick questions so I can prep before our call on {DATE}. Got a sec?
Trust asset send (during cadence)
When you have something genuinely useful for their situation, send it:
Hey {NAME}, ran into this earlier, quick breakdown of how we got a {trade} in {LOCATION} to {RESULT}. Worth a look before our call: {LINK}
Night-before reminder
Looking forward to our call tomorrow at {TIME}. Got my prep done.
Morning-of reminder
Talk today at {TIME}.
15 minutes before
Heading in. Link’s on the invite — see you in a few.
Non-response escalation (24 hours silent, call still 2+ days out)
Hey {NAME}, just prepping for our call. Could you give me a quick thumbs up that we’re still on?
If still silent 48 hours before call:
Hey {NAME}, business owner life gets busy. If {DATE/TIME} doesn’t work, happy to find another time. Tuesday or Thursday afternoon next week if that’s easier?
Cancel and reschedule (12 hours out, still silent)
Hey {NAME}, since I haven’t heard back I’ve gone ahead and freed up that slot. Tomorrow or Friday work better for you?
What’s next
- Call happens → outcome routes to one of:
- Call no-show → 08. No-Show