Missed Call Instant Text-Back System
A done-for-you financial services automation built for the Office Manager, connecting Twilio and Calendly so the work below happens on its own.
What this automation does, step by step
Every call to the office that goes unanswered, whether the team is with a client, on another line, or simply away from the desk, triggers an automatic text back to the caller within 60 seconds thanking them for calling and asking what they need help with.
The missed call and caller's number log directly into the firm's CRM (Redtail CRM or Wealthbox) so the advisor sees exactly who called and when, and if there's no reply within two hours, a second text invites the caller to book a time directly on the advisor's calendar.
Prospective clients who would have simply dialed the next firm on their list instead get an immediate, human-sounding response, and the office stops losing new business to a phone that rang at a busy moment.
- Zapier or Make.com
- Twilio (missed call text-back)
- Redtail CRM or Wealthbox
- Calendly (booking link)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on an office manager, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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