Text sequences for the jobs your team runs every week.
Each page takes one job and shows the full sequence with the texts written out, when to send them, the consent the job needs, and what Textually does when someone replies or texts STOP.
New leads and open quotes
Reach people while they are still deciding, and hand over to a person the moment they answer.
Quote follow-up
A same-day text after each insurance quote, follow-ups that check whether it bound, and the reply handed to the agent.
Hi Marco, Lee at Harbor Insurance. I've emailed your auto quote. Any questions I can answer here?
For insurance, sales teams
Read moreSpeed to lead
A first text within minutes of a new inquiry, inside your sending hours, then follow-ups until they answer.
Hi Ana, it's Sam at Northwind. Thanks for asking about your kitchen remodel. Is now a good time for a quick call, or would you rather text?
For sales teams, real estate, home services, agencies
Read moreEstimate follow-up
Texts after each estimate that check whether the job was booked, then close the loop.
Hi Rachel, Tom from Brightline HVAC. Any questions on the furnace replacement estimate I sent over? I can explain any line on it.
For home services
Read moreAppointment setting
Book calls from new leads by text, for your clients or your own team, with each reply handed to the right person.
Hi Chris, Maya with Peak Solar. You asked about a solar savings estimate. Would a 15-minute call tomorrow at 11 or 3 work?
For agencies, sales teams
Read more
Bookings and existing customers
Keep visits, interviews and renewals on track, with someone on your team on every reply.
Renewal reminders
Texts that start a month before a renewal date and stop when the customer answers or renews.
Hi Dana, it's Lee at Harbor Insurance. Your home policy renews on Nov 12. Has anything changed that we should look at first?
For insurance, customer success
Read moreInterview scheduling
Invite candidates to pick a time, remind them the day before and rebook no-shows, all by text.
Hi Jordan, Priya at Northwind Staffing about the warehouse lead job. Pick an interview time at northwindstaffing.com/book or reply with a day that suits.
For recruiting and staffing
Read moreAppointment reminders
Reminders a few days and a day before each visit, with confirm and reschedule replies answered from one inbox.
Lakeside Dental: Sam, you're booked for Thu Nov 14 at 9:30 AM. Reply C to confirm, or R and we'll find you a new time.
For clinics, home services
Read morePast client check-ins
Two texts around a home or policy anniversary, a month apart, that stop the moment a past client answers.
Hi Maria, Dana at Northwind Realty. It's been a year since you got the keys to 412 Maple St. How is the place treating you?
For real estate, insurance, customer success
Read more
What every sequence does.
- A reply ends itAny reply ends the sequence for that person in that campaign, and the thread waits in the shared inbox.
- STOP holds everywhereSTOP, or clear wording such as “please stop texting me”, opts the person out across your whole workspace.
- Consent comes firstEach text checks for a consent record, the source and date, or your confirmation for the whole campaign.
- Hours on their clockTexts go out in your sending hours, and never before 8 AM or after 9 PM where the person lives.
- One number per personEvery step and every answer from the inbox comes from the number that first texted them.
- Registered for youWe register your brand and numbers with the US carriers and verify toll-free numbers for Canada.
Questions.
What can I automate with SMS sequences?
Any job with a clear start and a reply that hands over to a person: answering new leads, following up on quotes and estimates, booking calls and interviews, reminding people of appointments and starting renewals. Each runs as its own campaign of text, wait and condition steps.
Can I run several of these at once?
Yes. Each job is its own campaign with its own sequence, numbers and sending hours. A reply ends only the campaign it is matched to, and STOP opts the person out of all of them.
Do I need a CRM to use these?
No. Upload or paste a CSV, import a Google Sheet, or send leads through the API. A connected CRM saves the export and gets a note for every reply and opt-out.
Pick a job and start texting.
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