Workflow Automation
Follow-ups that fire themselves
You don’t have a follow-up problem — you have a remembering problem. AscendHub sends the quote, the check-in, and the nudge on the right day, every time, without you thinking about it.
How it works
Sequences that run while you’re on a call
Build the follow-up once. Every lead that hits that stage gets the same disciplined cadence — the one most agents mean to run but never have time for.
Triggers fire on stage changes
Move a lead to "Quote sent" and the sequence starts automatically — no manual setup per lead, no reminders to set.
Multi-step email sequences
Send a quote, then a check-in three days later, then a final nudge — all pre-written and personalized with the lead’s name.
SMS that gets read
Pair email with SMS for the leads who never check their inbox. Twilio-backed, sent from your own number.
Delays and cadences you control
Space steps by hours or days. Pause on weekends. Build the cadence that matches how your prospects buy.
Stale-lead alerts
A lead going cold? You get pinged before it’s too late. Re-engage aged quotes you’d have written off.
One closed policy pays for a year of Pro
Automation is included on Pro and Enterprise. Most agents recover the cost from a single re-engaged quote they’d otherwise have lost.
Compare plansStop losing deals to forgotten follow-ups
Build the sequence once. Let it run on every lead, every time.
Free plan forever · No credit card · Cancel anytime