These are the five workflows we turn on for every client before we run a single ad. Each one fixes a specific place where local businesses lose money. Step-by-step setup for each is in the KenjiAI help center.
1. Instant Lead Follow-Up
Trigger: a form, lead ad or chat comes in. Action: a text within a minute, then a call, then an email with a booking link. Harvard Business Review found firms that responded within an hour were nearly 7 times more likely to qualify a lead than firms that waited longer (HBR). Add one if/else on your qualifying question so not-ready leads get a nurture track instead of sales calls.
2. Missed-Call Text Back
Trigger: a call goes unanswered. Action: a text in seconds asking how you can help. Invoca's 2026 benchmarks found only 56% of callers reach a person (Invoca), so this one catches the most money for the least effort. More in what missed calls cost.
3. Appointment Reminders
Trigger: an appointment is booked. Action: a confirmation right away, a reminder the day before that asks them to reply YES, and a text 15 minutes before with the address or meeting link. If they don't confirm, someone calls. No-shows waste a slot you could have sold.
4. Review Requests
Trigger: the job is complete or the invoice is paid. Action: a text with your Google review link and one reminder. BrightLocal's 2026 survey found 74% of consumers care about reviews from the last three months, so a steady flow beats a one-time push (BrightLocal). Ask every customer, not only the happy ones. Google bans filtering who gets asked. Details in how to get more Google reviews on autopilot.
5. Past-Customer Check-Ins
Trigger: 60, 90 or 180 days since the last job, depending on your business. Action: a short, personal text with a real reason to come back, like seasonal service, a maintenance reminder or a referral ask. Past customers already trust you, so they cost far less to win back than a new lead from an ad.
Test Before You Trust It
Run every workflow on your own phone number first. Check the timing, the wording and what happens when you reply. A broken automation that texts customers at 2am does more damage than no automation.
Want these built and tested for you? See the KenjiAI CRM and done-for-you plans.