Features Call old leads
Turn old quotes into booked visits
Upload the people who asked you for a quote and never booked. Your AI calls each one up to 7 times over a week and books the ones still interested into your calendar.
How calling old leads works
Three steps in your dashboard, under Call old leads.
- Step 1
Upload any list
A CRM export or a spreadsheet, as it comes. We read the columns for you. Only the phone number is required.
- Step 2
We clean it
Bad numbers, people listed twice, anyone on your do-not-call list, people who are already an open lead, and people who already bought. You see who will be called and why the rest are skipped.
- Step 3
Your AI calls and books
Up to 7 calls over 7 days, newest quotes first. Anyone still interested gets booked straight into your calendar.
Bookings count toward your plan like any other booking.
The 7 calls
Each person gets up to 7 calls, counted from their first one. Two calls on the same day are at least 4 hours apart.
- Calling stops as soon as they answer and there’s an outcome: booked, not interested, wants a person, or asks not to be called.
- No answer after day 7? They’re closed as No answer after 7 calls.
- Calls only go out inside your calling hours and between 8 am and 9 pm in the homeowner’s time zone.
- Pause a campaign and the remaining days move later. They aren’t used up.
“You reached out to us back in March about roofing. Are you still thinking about it?”Your AI opens with when they asked and what for, then asks your usual questions and offers times.
| Day | Calls | Voicemail |
|---|---|---|
| Day 1 | 2 (4+ hours apart) | On the 1st call only |
| Day 2 | 2 (4+ hours apart) | No |
| Day 3 | 1 | No |
| Day 5 | 1 | No |
| Day 7 | 1 | Yes, last try |
What to upload
Any CSV file, straight out of your CRM, Google Sheets or Excel. Column names don’t have to match: we read them for you. Only the phone number is required.
Missing a name, ZIP or service? They still get called, and your AI asks for it on the call before it offers times.
Up to 5,000 people and 5 MB per upload. Have a Status column (Sold, Lost…)? You pick which statuses to skip.
| Column | Needed | Headers we recognize |
|---|---|---|
| PhoneRequired | Required | Phone, Phone number, Mobile, Cell, Telephone |
| NameRecommended | Recommended | First name and Last name, or one Name column |
| Address and ZIPRecommended | Recommended | Address, Street address, ZIP, Zip code, Postal code |
| ServiceRecommended | Recommended | Service, Job type, Category, Service type |
| Asked onRecommended | Recommended | Lead date, Date, Created, Inquiry date |
| StatusOptional | Optional | Status, Lead status, Stage, Deal stage |
| NotesOptional | Optional | Notes, Comments, Details |
How many calls a day
Your plan sets how many old-lead calls go out each day. One daily budget covers all your campaigns, oldest campaign first, and follow-up calls go before new people.
Trials: your 50 trial leads can include an uploaded list.
| Plan | Calls | Calls from |
|---|---|---|
| Starter | 100 calls a day | 1 campaign number |
| Growth | 300 calls a day | 2 campaign numbers |
| Scale | 500 calls a day | 4 campaign numbers |
| Free pilot | Your 50 trial leads | Your main number |
Why a separate number
On a paid plan, old leads are called from campaign numbers, not the main number your new leads see. Calls are spread across them, about 100 to 125 a day per number, a level carriers don’t usually flag, so your main number stays clean. If someone calls a campaign number back, the same AI answers and can book them.
Questions about old leads
Do bookings count toward my plan?
Yes. A visit booked from an old lead is a normal AI booking, so it counts toward your plan’s monthly booked appointments like any other booking.
Will you call people who asked not to be called?
No. Your do-not-call list is checked when you upload and again before every call. Anyone who asks on a call not to be called again is added to it and never dialed again.
Do I need permission to call them?
Yes. Everyone on the list must have asked you for a quote or be a past customer who agreed to be contacted by phone. You confirm this with a checkbox when you upload, and we warn you when people on the list asked more than 3 months ago.
What if my list has no ZIP codes, names or services?
They still get called. Your AI asks who it is speaking with, what they needed, and for the address or ZIP before it offers times, so the visit goes to the person who covers that area.
Which files work?
Any CSV file: an export from Jobber, Housecall Pro, ServiceTitan, HubSpot, GoHighLevel or another CRM, or a sheet saved as CSV from Google Sheets or Excel. Up to 5,000 people and 5 MB per upload.
Bring your old quotes to the setup call
We set up your AI, calendar and lead sources with you. Then upload your list and start a campaign from your dashboard.