SMS & WhatsApp automation: reminders, follow-ups and review requests that send themselves
Customers read their texts. Automated SMS and WhatsApp messages confirm appointments, chase unanswered quotes, bring back past customers and ask for reviews, all with consent and an easy opt-out.
- Fewer no-shows
- More reviews
- Past customers back
SMS and WhatsApp automation sends the right message at the right moment without anyone remembering to: confirmations, reminders, quote follow-ups, review requests and win-back messages. Customers can reply and reach you. It is part of CRM & Marketing Automation: US$299 (CA$399) setup, then US$149 (CA$199)/month.
Six messages worth automating
Start with two or three. Add more once they're working.
Appointment reminders
A confirmation when they book and a reminder the day before, with one-tap confirm or reschedule.
Quote follow-up
A friendly check-in two days after a quote, so good jobs don't die in someone's inbox.
Review requests
A thank-you with your review link, sent after the visit or the finished job.
Win-back messages
A note to customers you haven't seen in months, sent only to people who opted in.
Missed-call text back
A text within seconds of a call you couldn't answer. How it works.
New-lead replies
An instant reply to every form and ad lead. How it works.
What your customers would see
Pick a message type.
- Sent from your business, with your name in the message
- Two-way: replies come back to you
- Only to contacts who agreed to hear from you
- Every message includes a way to opt out
Scripted demo for illustration. Timing and wording are set with you.
SMS or WhatsApp?
| SMS | ||
|---|---|---|
| Works on every mobile phone | Yes | Needs the app |
| Best for | Most US and Canadian customers | Customers who already message you there |
| Before you can send | Carrier registration in the USA | A business account and approved templates |
| Customers can reply | Yes | Yes |
| Needs customer consent | Yes | Yes |
Most US and Canadian small businesses start with SMS. WhatsApp is worth adding when your customers already use it: it passed 100 million monthly users in the United States in 2024 (TimelinesAI, 2026).
Sound familiar?
Tap a card to see the fix.
What's included
Message library
Written with you, in your voice
Reminders
Tied to your calendar
Review requests
After every visit or job
Win-back campaigns
For opted-in past customers
Consent and opt-out
Built into every message
Monthly report
Sent, replied, booked and reviewed
SMS & WhatsApp automation pricing
Included in CRM & Marketing Automation. Simple setup fee, flat monthly price. Prices shown in US dollars (USD).
CRM & Marketing Automation
Every lead tracked, followed up and reminded automatically
- CRM and sales pipeline set up for you
- Missed-call text-back and instant lead replies
- Email and text follow-up sequences
- Appointment reminders and review requests
- Monthly pipeline report
Answer Every Lead
Never miss a call, chat or follow-up.
The most common starting point for service businesses.
Book a callFounding client offer. setup fee waived and your monthly price locked for 12 months. Open to the first 3 clients per service.
Month to month, cancel with 30 days' notice. Setup fees cover onboarding and are non-refundable once work starts. Ad spend is paid directly to Google, Meta, LinkedIn or Amazon.
All plans are billed in Canadian dollars (CAD). USD prices are shown for reference; your card issuer converts at its own rate. Prices plus applicable taxes.
Questions, answered
Still curious? Book a free call or send a message.
What is SMS and WhatsApp automation?
It's a set of text messages that send themselves at the right moment: booking confirmations, reminders, quote follow-ups, review requests and win-back messages. Customers can reply, and replies come to you.
Is it legal to text my customers?
Business texting is allowed when it follows consent rules, identifies your business and offers an opt-out. The rules differ between the USA (TCPA and carrier registration) and Canada (CASL). We build your messages around consent. This is general information, not legal advice. See Is it legal to use AI to call or text customers? USA vs Canada.
Do you support WhatsApp as well as SMS?
Yes. SMS is the default for most US and Canadian customers. We add WhatsApp when your customers already use it, which requires a WhatsApp Business account and approved message templates. We scope it on the free call.
Can you send promotions to my whole customer list?
Only to contacts who agreed to receive marketing messages from you. We help you collect consent properly so the list you build is one you can use.
How much does it cost?
It's included in CRM & Marketing Automation: US$299 (CA$399) one-time setup, then US$149 (CA$199) a month. Carrier or WhatsApp messaging fees may apply depending on volume; we tell you up front.
How long does setup take?
Most setups go live in 2 to 3 weeks. US carrier registration can add time, so we start it on day one.
Works well with
Most clients combine two services. Bundles cost less.
AI Search
Get found on Google, in the Map Pack and in AI answers
AI Front Desk
Answer every call, chat and text, day or night
Websites & Apps
AI-built websites and custom business tools
Shopify & E-commerce
Shopify SEO, AI shopping visibility and Amazon Ads
Ads & Content
Google, Meta and LinkedIn ads plus AI creative
See exactly what you get, then talk to Garry
Every service lists what's included and what it costs. When you're ready, book a free 30-minute call and we'll recommend the smallest plan that will move the needle.