SMS Outreach

HeavySet Tech - Turning Leads Into Booked Appointments — Automatically

HeavySet SMS AI · Lead to Sold

Every lead gets a conversation. Every conversation ends on the calendar.

HeavySet texts new leads within seconds, nurtures them for 90 days, answers every reply, books the appointment, makes sure they show up, and welcomes them when they buy. You set it up once and it works every lead.

See the journey ↓Talk to HeavySet

Kris Konstruction turned texting into over $1M in booked revenue

Summit Bath & ShowerText message

Example

TUE 2:14 PM · WEB FORM

Hi Maria, it's Jenna with Summit Bath. Thanks for asking about a walk-in shower! Are you replacing a tub or updating an existing shower?

Sent 9 seconds after the form

Replacing a tub. It's the original from 1994 😅

Got it. We can come out for a free in-home estimate. Thursday at 10:00 AM or 4:00 PM?

4 works

Appointment booked · Thu 4:00 PM

The whole journey

One lead, from first text to signed contract

Each HeavySet feature covers one stretch of the journey. Every new lead from your website, call center or CRM moves through it automatically, with no uploads or manual steps.

Swipe sideways to see the full journey →

Speed to lead, right awayDrip nurture, until they're readyAI answers replies at any pointOptional extra entry points

+41%increase in appointments at Great Day Improvements

HeavySet gave our teams the ability to control their own destiny. Instead of waiting for leads, they can actively engage and fill the books every single day.

Chris JarvisVP of Enterprise Digital Marketing, Great Day Improvements

Read the full story →

01The first few days

Text back while they're still on your website

The moment a lead comes in, HeavySet sends a personal text that asks about their project. Over the next few days it works through your qualifying questions at a pace that feels like a person, not a robot.

Your questions, your order. Project type, timeline, home ownership, whatever your sales team needs to know.
Answers you can act on. Every reply lands in the shared SMS inbox for your team.
First text in seconds. Speed to lead is the biggest factor in who gets the appointment.

Maria LopezNew lead · walk-in shower

Example

TUE 2:14 PM

Lead received from web form

Hi Maria, it's Jenna with Summit Bath. Thanks for asking about a walk-in shower! Are you replacing a tub or updating an existing shower?

Replacing the tub

Good to know. Roughly when are you hoping to have it done?

WED 10:02 AM

Before the holidays ideally

We can make that work. Do you own the home? Just helps us plan the visit.

AI Agent · qualifying questions

02The weeks that follow

Keep the conversation going for 90 days

Most leads don't book on day one. Drip campaigns keep reaching out with more questions, offers, photo requests and product info until they're ready, without anyone on your team remembering to. Every new lead rolls into the drip on its own once speed to lead is done.

Every campaign mixes message types like these, timed for your business

QuestionTile or fiberglass?

Photo requestHave a pic of the space?

Offer$750 off this month

ProductLow-threshold bases

ProofA finished project

Check-inStill thinking it over?

Maria LopezDrip · Bath nurture 90

Example

MON 11:00 AM

Hi Maria! Have a photo of your current bathroom? Send it here and our designer will sketch a few ideas before your estimate.

here's what we're working with lol

THE FOLLOWING WEEK

This month only: $750 off a full tub-to-shower conversion. Want me to hold an estimate time for you this week?

Drip campaign · automatic

03Any reply, any day

Every reply gets an answer and a time slot

When a lead texts back, at 2 PM or 10 PM, the AI reads it, answers questions about your products and process, checks your live calendar, and offers real open times. Once they pick one, the appointment is booked.

Books against your real availability. Only open times are offered, so there's no back-and-forth.
Your team stays in the loop. Staff get an email when a lead books, confirms, reschedules or cancels.
Jump in any time. Every AI message is in the SMS inbox, and a person can take over the thread.

Maria LopezAI conversation

Example

MON 9:42 PM

Do you guys do financing? And could someone come Saturday?

We do! Your consultant can walk you through the options at the visit. For Saturday I have 9:00 AM or 11:30 AM open. Which is better?

AI · checked live calendar

11:30 please

You're booked for Saturday, Oct 10 at 11:30 AM. I'll send the details right over.

Appointment booked · Sat 11:30 AM

Team notified by email

04Right after booking

The appointment lands on their calendar

As soon as the appointment is set, HeavySet sends a text and an email with the date, time and address, plus a link that adds it to their phone's calendar in one tap.

Text and email together. The details are easy to find again in either place.
One-tap calendar link. Their phone reminds them too.

Maria LopezAppointment set

Example

MON 9:43 PM

You're all set, Maria! Your free in-home estimate is Saturday, October 10 at 11:30 AM at 418 Linden Ave. Tap below to add it to your calendar.

OCT10Sat

Free in-home estimate11:30 AM – 12:30 PM
418 Linden Ave
+ Add to calendar

Confirmation email sent

05Before the appointment

Get a yes or no before your rep drives out

Ahead of the visit, HeavySet asks the homeowner to confirm. A "Y" locks it in. Anything else, the AI offers new times right there in the thread, and your team gets an alert.

Fewer wasted trips. You know who's coming before the day starts.
Reschedules save the deal. A "can't make it" becomes a new time instead of a no-show.

Maria LopezAI Confirm

Example

THU 11:30 AM

Hi Maria, confirming your estimate this Saturday at 11:30 AM. Reply Y to confirm or N if you need a new time.

If they reply Y

Perfect, see you Saturday!

Confirmed

If they reply N

N, something came up

No problem. I have Monday at 4:00 PM or Tuesday at 10:00 AM. Would either work?

Reschedule alert sent to your team

06As the day gets close

Reminders so the day doesn't sneak up on them

Friendly reminders as the appointment gets close, with the details they need and the name of the rep who is coming.

Name the rep. Homeowners open the door for someone they're expecting.
Your timing. Send as many reminders as you like, on the schedule that fits your business.

Maria LopezReminders

Example

FRI 11:30 AM

Reminder: your free estimate with Summit Bath is tomorrow at 11:30 AM. See you then!

SAT 9:30 AM

Good morning! Dave from Summit Bath will be at 418 Linden Ave at 11:30 AM. Reply here if anything changes.

Thanks, we'll be here 👍

07Status changes to Sold

Welcome new customers with a video from your team

When the job is marked sold, HeavySet sends a welcome text with a video about what happens next. Upload a video of any size and customers tap to watch it in their browser. Nothing to download, no app.

Set expectations early. Measurements, ordering, install day, who to call.
Any size, any length. Videos stream in the browser, so file size limits on texts don't apply.
Fewer "what's next?" calls to your office in the weeks before install.

Maria LopezCustomer · Sold

Example

SAT 1:05 PM

Status changed to Sold

Maria, welcome to the Summit Bath family! Here's a short video from our owner on everything that happens between today and install day.

3:12

What happens nextTap to watch in your browser

Love this, thank you!!

More ways to start a conversation

Optional: bring in old lists and lost deals, too

New leads never need an upload. These extras put the same texting engine to work on lists you already have and on leads whose status changes in your CRM.

One-time message

Upload a CSV, send one message

spring-list.csv→Spring sale ends Friday!

A one-time text to a list of past leads or customers. Good for a seasonal promo, an open-house invite or a quick check-in.

List campaign

Upload a CSV, start a campaign

aged-leads.csv→1234

Combines the CSV upload with a drip campaign. Upload the list and every contact starts the full sequence, with the AI ready for every reply.

Follow-up events

A status change starts a new conversation

No Demo→Still thinking it over?

When a disposition changes, like No Demo, Not Sold or Cancelled, HeavySet sends a message or starts a campaign written for that exact situation.

Built to stay welcome

Persistent without being pushy

Opt-in and STOP handled

Texts only go to people who can receive them, and opt-outs are honored automatically.

Drips pause on reply

When a lead writes back, the campaign steps aside and the conversation takes over.

Only real times offered

Homeowners are only offered times your team can actually run.

Your team gets alerts

Email alerts when a lead books, confirms, reschedules or cancels, sent to the people you choose.

One shared inbox

Every text, whether from the AI or a person, lives in one SMS inbox your team can jump into.

Your voice

Your company name, your questions, your offers. Each client's messages are written for their business.

Set it up once. It works every lead, every day.

HeavySet configures the questions, campaigns, confirmations and reminders with your team, connects your calendar and CRM, and turns it on.

Talk to HeavySet

Share your qualifying questions and offers
Connect your CRM and appointment calendar
Review your drip, confirm and reminder messages
Go live and watch the inbox fill with booked appointments

Conversations shown are examples.