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Automations

Every lead answered. Every quote followed up. Every customer asked back.

You approve the wording of every message before anything sends.

Web designers with the help of AI set them up around the tools you already use. The rule for every one: You can pause any automation at any time. If you use SaifHaven OS, everything they do shows up there.

Every automation

Never miss a lead

  1. Missed call
  2. Sorry we missed your call. How can we help? You can also book online.Approved by you
  3. Can someone come out this week?
  4. Saved to your inbox in SaifHaven OS
Example messages

  • Missed-call text-back

    Example
    A plumber is under a sink when the phone rings. By the time they call back, the customer has hired someone else.
    What we set up
    We text every missed caller back, in your words, with a link to book.
    Example
    A med spa’s phone rings after closing, and nobody is there to pick up.
    What we set up
    We text every missed caller back, in your words, with a link to book.
    Example
    Someone calls a law firm at night about a problem that can’t wait, and nobody answers.
    What we set up
    We text every missed caller back, in your words, with a link to book.
    Example
    A restaurant misses a reservation call in the middle of dinner service.
    What we set up
    We text every missed caller back, in your words, with a link to book.

  • Lead follow-up

    Example
    A dental office gets a web inquiry at 7 pm and answers it the next afternoon.
    What we set up
    New leads get a reply, and a follow-up until they book or tell you to stop.
    Example
    A plumber gets a web inquiry while on a job site and answers it the next day.
    What we set up
    New leads get a reply, and a follow-up until they book or tell you to stop.
    Example
    A med spa gets a web inquiry after closing and answers it the next afternoon.
    What we set up
    New leads get a reply, and a follow-up until they book or tell you to stop.
    Example
    A law firm gets a web inquiry at night and answers it the next afternoon.
    What we set up
    New leads get a reply, and a follow-up until they book or tell you to stop.
    Example
    A restaurant gets a party booking inquiry through its website and answers it days later.
    What we set up
    New leads get a reply, and a follow-up until they book or tell you to stop.

  • AI receptionist

    Example
    A med spa closes at 6 and the phone keeps ringing.
    What we set up
    Calls get answered from a script you approve: hours, services, booking. Callers are told it’s an automated assistant, and anything unusual goes to you.
    Example
    A plumber is on a job site all day, and the phone keeps ringing.
    What we set up
    Calls get answered from a script you approve: hours, services, booking. Callers are told it’s an automated assistant, and anything unusual goes to you.
    Example
    A law firm closes for the night and the phone keeps ringing.
    What we set up
    Calls get answered from a script you approve: hours, services, booking. Callers are told it’s an automated assistant, and anything unusual goes to you.
    Example
    A restaurant’s phone rings all through service with questions about tables and hours.
    What we set up
    Calls get answered from a script you approve: hours, services, booking. Callers are told it’s an automated assistant, and anything unusual goes to you.

Win the job

  1. Quote sent
  2. Just checking in on your quote. Any questions I can answer?Approved by you
  3. Yes, let’s go ahead.
  4. Quote marked won in SaifHaven OS
Example messages

  • Estimate follow-up

    Example
    A roofer sends ten quotes a week and follows up on none of them.
    What we set up
    Open quotes get a friendly check-in on a schedule you choose, until the customer answers.
    Example
    A dental office sends a treatment plan and never hears back.
    What we set up
    Open quotes get a friendly check-in on a schedule you choose, until the customer answers.
    Example
    A CPA firm sends an engagement proposal, and it goes quiet.
    What we set up
    Open quotes get a friendly check-in on a schedule you choose, until the customer answers.
    Example
    A caterer quotes for a wedding and never hears back.
    What we set up
    Open quotes get a friendly check-in on a schedule you choose, until the customer answers.

  • Appointment reminders

    Example
    A salon chair sits empty because a client forgot.
    What we set up
    Reminders the day before and the morning of, with an easy reschedule link.
    Example
    A roofer drives out for an inspection, and nobody’s home.
    What we set up
    Reminders the day before and the morning of, with an easy reschedule link.
    Example
    A dental chair sits empty because a patient forgot.
    What we set up
    Reminders the day before and the morning of, with an easy reschedule link.
    Example
    A CPA keeps an hour free for a client who forgets to come.
    What we set up
    Reminders the day before and the morning of, with an easy reschedule link.

Bring them back

  1. Visit complete
  2. Thanks for coming in. Would you leave a short review?Approved by you
  3. Done. Thanks again!
  4. Logged in Reviews in SaifHaven OS
Example messages
  1. Job complete
  2. Thanks for choosing us for the job. Would you leave a short review?Approved by you
  3. Done. Thanks again!
  4. Logged in Reviews in SaifHaven OS
Example messages
  1. Consultation held
  2. Thanks for meeting with us today. Here are the next steps, and a link to book a follow-up.Approved by you
  3. Thanks, I’ve booked a time.
  4. Follow-up booked in SaifHaven OS
Example messages

  • Review requests

    Example
    A restaurant’s happy regulars never think to leave a review.
    What we set up
    Every finished job or visit gets a short, personal ask. New reviews get a drafted reply for you to approve.
    Example
    A homeowner is thrilled with the finished job but never leaves a review.
    What we set up
    Every finished job or visit gets a short, personal ask. New reviews get a drafted reply for you to approve.
    Example
    A chiropractor’s patients feel better but never think to leave a review.
    What we set up
    Every finished job or visit gets a short, personal ask. New reviews get a drafted reply for you to approve.
    Example
    A restaurant’s happy regulars never think to leave a review.
    What we set up
    Every visit gets a short, personal ask. New reviews get a drafted reply for you to approve.

  • Win-back

    Example
    A gym has members who quietly stopped coming.
    What we set up
    Past customers hear from you at the right time with something worth coming back for.
    Example
    A homeowner had a water heater fixed a while back and hasn’t heard from you since.
    What we set up
    Past customers hear from you at the right time with something worth coming back for.
    Example
    A chiropractor has patients who quietly stopped booking.
    What we set up
    Past customers hear from you at the right time with something worth coming back for.
    Example
    A CPA firm has clients who didn’t come back after last tax season.
    What we set up
    Past customers hear from you at the right time with something worth coming back for.
    Example
    A restaurant’s regulars have quietly stopped coming in.
    What we set up
    Past customers hear from you at the right time with something worth coming back for.

SaifHaven OS

  1. New client
  2. Welcome! Here’s your checklist and a time for your kickoff.Approved by you
  3. Thanks, documents are uploaded.
  4. Onboarding checklist updated in SaifHaven OS
Example messages

  • Client onboarding

    Example
    A CPA firm spends the first two weeks chasing documents.
    What we set up
    New clients get a welcome, an intake form, a document checklist and a kickoff booked, automatically.

  • Back office

    Leads, quotes, jobs, invoices, messages and reports in one place, so you can see which calls turned into paid work.

Questions, answered.

Do automations send messages without my approval?

No. You approve the wording of every message before anything sends. You can pause any automation at any time.

Can I turn an automation off?

Yes. You can pause any automation at any time. If you use SaifHaven OS, everything the automations do shows up there.

Does the AI receptionist pretend to be a person?

No. Callers are told it’s an automated assistant. It answers from a script you approve (hours, services, booking), and anything unusual goes to you.

Will I have to change my website platform or software?

Not unless it’s holding you back. We start with the platform you already use and keep it where it’s healthy, and we keep the tools you already pay for and fix what’s around them.

What is SaifHaven OS, and do I have to use it?

SaifHaven OS is one system for your leads, jobs or bookings, customers and follow-up. It’s set up for each business, with only the parts that business needs. Available to active SaifHaven clients. It’s set up as part of your work with us, not sold on its own. We can also build your follow-up into the tools you already pay for.

How much does it cost?

Pricing after your free audit. Each engagement is scoped to your business, not sold as a package, so we price it once we’ve seen what you have and what you need. You see a written plan before any work starts. Every client is month to month after the first 90 days. The audit itself commits you to nothing.

Your next step

Start with the free audit.

We look at how your calls, inquiries and follow-ups work today, and tell you which of these would help.

Get your complimentary audit