Omni Agents · Outbound and SMS
The follow-up call, made every single time.
Outbound agents call new leads while they're still interested, ring back missed calls, and follow up reminders and renewals by text and phone. Everything is logged back into your systems.
What it does
Most follow-up doesn't fail. It just never happens.
Leads go cold, reviews slip, invoices age and nobody means for it to happen. The team is simply busy with the work in front of them.
An outbound agent works through the list every day: calling, texting and emailing on the schedule you set, and handing warm conversations to a person.
Capabilities
What an outbound agent keeps moving.
Call new leads in minutes
The moment a lead lands in your CRM, the agent calls, says who it is calling for and qualifies them.
Missed-call callbacks
Rings back anyone who called while the team was busy, before they call someone else.
Texts people reply to
Reminders, confirmations and updates by SMS, with replies like "can I move it?" handled properly.
Reminders and renewals
Reviews, rate expiries, renewals and appointments, followed up by text, email and a call.
Every attempt logged
Each call and text, its outcome and any promise made goes back into your CRM or database.
Clear about who is calling
The agent says who it is calling for, follows the rules you set on timing and frequency, and stops when asked.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
From the example Instant lead callback.
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Worked examples
Outbound and SMS examples.
Lead callbacks, reminders, renewals, screening calls and payment follow-up across industries.
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Client document chaser
Follows up business clients for missing year-end records by email, text and a friendly call, and tells the team which jobs are ready to start.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Instant lead callback
Calls every new website or referral lead within minutes, asks the qualifying questions and books the right adviser from a team of 40.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Annual review booking
Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Seminar follow-up
Registers guests for the firm's workshops and briefings, then calls or emails each one afterwards to answer questions and book a free first meeting.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Webinar follow-up calls
Calls webinar guests after the event, sends the recording, picks up on the questions they asked and books calls with the presenter.
Client meeting scheduler
Books design reviews and client meetings around the architects', engineers' and clients' calendars, and sends the drawings ahead.
Leasing inspection booker
Answers business enquiries about vacant office, retail and industrial space from the listing records, and books inspections with the leasing team.
Rent arrears calls
Calls commercial tenants whose rent invoice is overdue, records when it will be paid, sends the invoice details and hands disputes and hardship to a person.
Candidate screening calls
Calls applicants for a client's role, asks the agreed screening questions and books shortlisted people with the consultant.
Candidate questions chat
Answers candidates' questions about roles, fees and the process, and tells each applicant where their own application is up to.
Interview scheduler
Contacts shortlisted candidates, books them into the client's interview panels and handles the reschedules.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Proposal follow-up calls
Calls prospects a few days after a proposal goes out, hears their concerns and books the next conversation.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Course enquiry callback
Calls every new programme enquiry back within a working day, answers the first questions and books a call with an admissions adviser.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly account health check calls
Calls each customer's workspace admin every quarter with their account numbers, asks the health check questions and books the customer success manager when something needs attention.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
Daily five-minute learning check-in
Sends each staff member a five-minute learning check-in every morning, with realistic questions on the week's topic and instant feedback.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Weekly KPI check-in calls with team leads
Calls team leads each Monday about last week's KPIs, asks about anything off target and writes their explanation into the weekly pack.
Staff engagement pulse check-ins
Runs short, confidential engagement check-ins with staff by voice in their own language, and turns the answers into team-level themes.
Exit interviews by voice
Runs exit interviews by voice in the leaver's language, asks the follow-up questions that matter and gives HR a clear, confidential summary.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Subcontractor insurance and licence chaser
Tracks every subcontractor's insurance, licence and safety agreement, chases updates before they expire, and checks what comes back before compliance verifies it.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Agents on your data
Answers from your own database and systems, not a generic script.
Internal agents
For your own team: ask the business anything, log work, chase money.
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