Optimo Agency · Free Resource

The Claude-Powered
Follow-Up System.

The complete plug-and-play playbook for recovering pipeline your sales team already paid for — without hiring another rep.

$100K+
Revenue recovered from dormant solar leads in 60 days
27
Booked calls from 400 SMS in 2 weeks — mortgage broker
$80K
Pipeline added in the first fortnight — Brisbane buyers agent
6 system modules
25 pages of deployable frameworks
100% free
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We deploy this exact system for clients on a pay-per-performance model. You only pay per qualified booked call. No retainers, no lock-ins, no risk.

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15 minutes. No obligation.

Most companies don't have a lead problem. They have a follow-up problem.

They're paying for leads, running ads, and generating enquiries — then watching 60–70% of them die in the CRM because no one had time to call back. This system fixes that.

78%
of customers buy from the first business that responds
42hrs
average B2B lead response time across industries
63%
of companies never respond to a lead at all
21x
more likely to qualify a lead in 5 mins vs 30 mins
80%
of sales need 5+ follow-ups to close
44%
of reps quit after just one follow-up attempt
45%
SMS response rate vs 6% for email
98%
SMS open rate — most read within 3 minutes
20–40%
of dormant leads can be reactivated with the right approach
The simple version

If you're spending money on leads but your follow-up is broken, you're not running a lead generation problem. You're running a profit margin problem. This system fixes it.

What's inside

Module 01
Lead Follow-Up Playbook
The exact SMS framework that turns dead leads into booked calls

What everyone gets wrong

Open your phone right now. Check your SMS inbox. Count how many messages from brands look like this:

❌ The wrong way

"Hi! It's [Company]. We noticed you enquired about solar last year. We have an AMAZING BLACK FRIDAY DEAL — 40% off installations this week only! Click here to book: bit.ly/xxxx. Reply STOP to opt out."

Response rate: <1%. It's a pitch, not a conversation. It includes a link (spam filter bait). And it treats the lead like a number, not a person.

Every major brand does this. GoDaddy does it. JB Hi-Fi does it. Your competitors do it. Which is exactly why it doesn't work — and why what we're about to show you does.

The principle behind the framework

Most businesses treat SMS like a megaphone. Broadcast to thousands. Hope someone buys. We treat SMS like a one-on-one conversation. Because that's what the channel is built for.

What everyone does
What actually works
Pitch on the first message
Confirm they're the right person first
Include links (triggers spam filters)
No links. Ever. Especially not message 1.
'Buy now' urgency language
A genuine question about their situation
Generic blast to the whole list
Personalised to their original enquiry
Assume they still want it
Ask if they still want it — get the yes
Make it about your offer
Make it about their problem

The 2-Step Hand-Raiser Framework

This is the whole system. Two messages. That's it. We book more appointments from these two texts than most agencies produce from 12-message email sequences.

Message 1 — The Hand-Raiser
Goal: one yes. Confirm you have the right person.
AI Agent
Hi [first name], it's [your name] from [company]. You'd enquired about [service] a while back — just wanted to check this is still your best number?
Why this works
No pitch. No link. No urgency. It reads like a human checking in.
Asking about their number is non-threatening — it's not 'do you want to buy', it's 'am I talking to the right person?'
Mentions the original enquiry — rings a bell without being pushy about it.
Soft enough that even cold leads reply. This message alone gets 30–60% response rates.
Message 2 — The Opener
Goal: second yes. Find out if they're still in market.
AI Agent
Great, thanks for getting back to me. Are you still looking at [service], or did you get something sorted in the end?

If no reply within 24 hours, send a gentle bump:

AI Agent
Hey [first name] — just following up on my message yesterday. Happy to chat if timing works better now.
Why this works
'Did you get something sorted?' is disarming. It gives them an easy out — which paradoxically makes them more likely to engage.
Two yeses before any pitch. You now have permission to have a conversation. That's the entire game.
If they say 'sorted' — clean exit. If they say 'still looking' — you have a warm lead ready to qualify.

Industry-specific variations

The framework is the same. The personalisation is what makes it feel human.

Solar
AI Agent
Hi [name], it's [your name] from [company]. You'd enquired about solar panels a while back — just checking this is still your best number?
AI Agent
Brilliant thanks. Are you still looking at getting solar sorted for the house, or did you end up going with someone else?
Mortgage / Finance
AI Agent
Hi [name], it's [your name] from [company]. You'd looked into [refinancing/home loans] through us a while back — is this still the best number to reach you on?
AI Agent
Thanks for getting back to me. Are you still looking at your finance options, or has that been taken care of?
Real Estate / Buyers Agent
AI Agent
Hi [name], it's [your name] from [company]. You'd reached out about [buying/selling] a while back — just wanted to check this is still your number?
AI Agent
Perfect, thanks. Are you still in the market, or have things changed since you first enquired?

The 5 mistakes that kill response rates

1
Sending a link in message 1
Links get flagged as spam by carriers. Your message never arrives. Even if it does — it looks promotional immediately. Never send a link until you're 3+ messages deep.
2
Pitching before qualifying
You have no idea what changed for this person since they enquired. Maybe they just got a pay rise. Maybe they bought from a competitor. Find out before you pitch anything.
3
Being vague about where you're from
Leads get hundreds of texts. If you don't immediately ring a bell — 'you enquired about X at [company]' — they ignore you. Specificity earns the reply.
4
Sending on a Monday morning
Tuesday–Thursday, 10am–12pm and 2pm–4pm consistently outperform all other windows. Monday morning = buried. Friday afternoon = mentally checked out.
5
Giving up after one message
60% of customers say no four times before they buy. The bump message alone recovers 15–20% of non-responders. Send it.
What these two messages actually produce

Solar client. 2,000 SMS to leads written off completely. 520 replied. 65 booked calls. $100,000+ in closed revenue. Mortgage broker — 400 SMS, 2 weeks, 27 booked calls. Brisbane buyers agent — $80K pipeline in the first fortnight. Two messages. That's all it took.

What clients say about the system

"Launched an AI lead activation campaign with Optimo Agency and the early results have been strong. Fast setup, real conversations with dormant leads, and clear time savings for our team."

— Julian Khursigara  ★★★★★

"Craig helped us re-engage a large number of previously inactive clients with well thought out, effective strategies. He understands our goals, and has delivered results."

— Sophia Rose  ★★★★★

"Optimo helped me reactivate my dormant customer database with smart AI-enabled strategies, generating new business from old contacts."

— Mariam Mousa  ★★★★★

"Craig, James and the tireless, non stop employee they have working for them (AI) are a great team to engage. They really want to do the best by their clients."

— Tom, Westside Energy Adelaide  ★★★★★
Module 02
Lead Reactivation Workflow
Re-engage cold and unresponsive leads automatically

The dead lead problem

Every business has them. Leads that came in 6, 12, 24 months ago. Got one call. Maybe a voicemail. Then nothing. Your sales team won't touch them — they're focused on fresh enquiries. Meanwhile, 20–40% of those dormant leads can be reactivated with the right approach.

Live campaign result

Solar client. 2,000 SMS to dormant leads. 520 replies (26% response rate). 65 qualified, booked calls. 5 sales closed worth $5,000–$40,000 each. Over $100,000 in new revenue — from leads the client had completely written off. No new ads. No cold calls. No email blasts.

The 2-Step Hand-Raiser — applied to reactivation

The same framework from Module 01 applies here, but adapted for leads that have gone cold. The key difference: acknowledge the gap without making it weird.

AI Agent
Hi [first name], it's [your name] from [company]. You'd enquired about [service] a while back — just wanted to check this is still your best number?
AI Agent
Great, thanks for getting back to me. Are you still looking at [service], or did you get something sorted in the end?

Why this works on dead leads specifically

Non-intrusive. No pitch. No link. No 'click here'. Reads like a human checking in.
Soft re-engagement. Confirming their number first is the lowest-friction opening possible.
The easy out creates engagement. 'Did you get something sorted?' lets them say no — which paradoxically makes them more likely to respond honestly.
30–60% response rates vs <1% from email blasts. The channel advantage is real.
Melbourne mortgage broker — April 2025

5,000+ dormant leads in CRM. Staff member had left. Leads gone cold. We ran the 2-step sequence on 400 of them. 170 replied. 27 booked a call or requested an instant callback. Two weeks. No ads. No cold calling. Just untapped revenue sitting in the CRM.

Module 03
Speed-to-Lead Response Engine
Respond faster with ready-to-deploy AI follow-up scripts

The 5-minute rule

Lead response time has been studied across 3.5 million leads. The findings don't move. Calling a lead within 1 minute produces 391% more conversions than calling at the 2-minute mark. After 5 minutes, lead quality drops 80%. After 30 minutes, you've already lost the deal.

391%
more conversions when responding within 1 minute
100x
more likely to make contact at 5 mins vs 30 mins
9x
higher conversion rate at 5-min response

The script pack

Three response scripts for the three most common scenarios. Edit the bracketed fields. Deploy.

Script 1 — New enquiry (within 60 seconds)
AI Agent
Hi [name], [your name] from [company] here. Just saw your enquiry about [service]. Got a quick second — can I ask one question to make sure we're a fit?
Script 2 — After-hours enquiry
AI Agent
Hi [name], thanks for reaching out about [service] tonight. Quick note — I'll give you a proper call first thing in the morning. In the meantime, what's the main thing you're trying to sort out?
Script 3 — Weekend enquiry
AI Agent
Hi [name], [your name] from [company] — saw you enquired about [service]. I'm out of office today but happy to text now if it's easier than waiting until Monday?
The cost of slow

If you generate 200 leads/month at $2,000 average deal value, a 5-minute delay costs you over $30,000/month in lost revenue compared to instant response. That's not theoretical — that's measured across millions of leads.

Module 04
Automated Lead Qualification System
Qualify leads and book meetings with less manual work

Why qualification fails at scale

Your sales team is judging 200 leads a month. Most never get qualified properly. Some get over-qualified by reps who only chase obvious wins. The good leads in the middle slip through. A qualification system fixes this by asking the same questions, in the same order, for every lead — without exception.

The 4-question qualification flow

Once a lead responds to the hand-raiser, the qualification sequence begins. Four questions. Conversational. Designed to extract intent without sounding like an interrogation.

Q1 — Confirm need
AI Agent
Good to hear. Quick one — what's the main reason you were looking at [service] in the first place?
Q2 — Timeline
AI Agent
Got it. Are you looking to sort this out in the next month or so, or further down the track?
Q3 — Budget signal
AI Agent
Makes sense. Just so I know what to send you — are you looking at a quick fix or a proper full setup?
Q4 — Book the call
AI Agent
Perfect — easiest way is a quick 15-min chat. I've got [time slot 1] or [time slot 2] this week — which works better for you?
The handoff

Once a lead books a call, the AI passes the full conversation to your rep. They walk in already knowing the need, timeline, and intent. Close rates jump because the rep isn't qualifying anymore — they're closing.

What gets measured

Track this across your team: % of leads qualified, time-to-qualification, conversion from qualified to booked, conversion from booked to closed. If any of those numbers stall, you know exactly where the system is leaking.

Module 05
Pipeline Leakage Calculator
See exactly how much revenue is slipping through the cracks

The math nobody runs

Most businesses calculate ROAS on the leads they close. They never calculate what they lost on the leads they never contacted. Run these five numbers. Total takes 5 minutes.

A — Total leads generated
Last 12 months. Pull from your CRM or ad platform.
_______
B — Leads never contacted
30% is the industry average. Multiply A × 0.30 if unknown.
_______
C — Leads contacted once, never followed up
Pull from CRM. If you can't, use 40% of A.
_______
D — Average deal value
What does one closed customer spend with you?
$______
E — Your normal close rate
Of qualified leads, what % do you close? (Most are 10–25%)
_____%
Annual pipeline leakage — revenue left on the table
$______
Leakage = (B + C) × (E × 0.5) × D

The 0.5 multiplier accounts for the fact that reactivated leads typically convert at half the rate of fresh leads. Conservative estimate.

Example

A business with 1,200 leads/year, 30% never contacted, 40% only contacted once, $8,000 average deal, 20% close rate.

Annual leakage: (360 + 480) × 10% × $8,000 = $672,000 in pipeline left on the table.

If your number lands above $100,000/year — and most do — you have a follow-up problem that's bigger than any other lever you could pull right now.

Module 06
48-Hour Revenue Recovery System
Recover the 60–70% of leads your sales team drops — without changing their workflow

The leak nobody talks about

Most businesses focus on getting more leads. Almost nobody looks at what happens to the leads they already have.

A typical solar business — real numbers
100 leads per week → sales team works them
30 convert to appointment ✓ (team gets credit)
70 leads receive one call, no follow-up, disappear
70 × $8,000 avg deal × 10% close rate = $56,000 lost every single week

That's not a sales team problem. That's a volume problem. No rep can humanly follow up with 70 leads a week on top of working fresh ones. The 48-Hour Android exists for exactly this gap.

How the system works — step by step

The entire logic is built around one rule: your sales team owns the lead for 48 hours. After that, if no appointment is booked, the AI takes over. The rep never has to think about it.

DAY 0
Lead enters CRM
Your rep receives the lead as normal. They call, text, or email using their own process. Nothing changes. The Android is invisible at this stage.
DAY 1–2
Rep window
The rep has 48 hours to book the appointment their way. If they do — great. The Android never fires. The rep gets full credit. No interference, no AI in the conversation.
DAY 3
Android activation trigger
If no appointment is booked by end of day 2, the AI activates automatically. It sends the hand-raiser sequence from Module 01 — personalised with the original enquiry details.
DAY 3–14
AI nurture sequence
The AI works through a 5-touch sequence over 11 days. Every message is conversational. No pitches. No links. Just soft re-engagement designed to find out if the lead is still in market.
ANYTIME
Lead replies positively
The moment a lead shows buying intent, the AI qualifies them and books directly into the rep's calendar. The rep wakes up to a booked call.
DAY 14
Clean exit
If 14 days produces no engagement, the lead is tagged dormant and moves to a long-term reactivation pool. Leads cycle back every 90 days — buying windows change.

The exact messages the Android sends

Day 3 — Hand-raiser (Message 1)
AI Agent
Hi [first name], it's [your name] from [company]. You'd enquired about [service] recently — just wanted to check this is still your best number?
Day 4 — Bump if no reply
AI Agent
Hey [first name] — just following up on my message yesterday. No pressure at all — happy to chat if timing works better now.
Day 3 — When they confirm (Message 2)
AI Agent
Great, thanks for getting back to me. Are you still looking at [service], or did you end up getting something sorted?
Day 7 — Value touch
AI Agent
Hi [first name], [your name] from [company] again. Quick one — we just helped a [similar customer] in [area] get [specific outcome]. Worth a quick chat to see if the same applies to you?
Day 10 — Objection handle
AI Agent
Hi [first name] — I know timing isn't always right. If cost or timing was the main thing stopping you last time, things may have changed. Happy to run through options — still worth 10 minutes?
Day 14 — Final touch
AI Agent
Hi [first name], last message from me — I'll close your file if I don't hear back. If you ever want to revisit [service], I'm always here. Good luck either way.

What triggers a booking — and what disqualifies

Book the call ✓
Exit gracefully ✗
"Yes, still interested"
"No thanks, sorted it"
"What are your prices?"
"Please remove me from your list"
"Can we chat this week?"
"Wrong number"
"Still looking, just busy"
"Not interested anymore"
"Send me more info"
No reply after 14 days

How to present this to your sales team

This is the conversation most businesses skip — and it's why AI deployments fail. Sales reps hear 'AI' and assume they're being replaced. Get ahead of it.

The framing that works

"We're getting 100 leads a week. You can physically work 30 of them properly. The other 70 are going cold and we're losing the revenue. The Android catches those 70 — the ones you don't have time for. Every booking it makes goes straight to your calendar. Your conversion numbers go up. Your workload doesn't."

The AI never touches a lead the rep is actively working. It only fires on unbooked leads after 48 hours.
Every appointment the AI books lands on the rep's calendar. They get the meeting. The AI doesn't close deals — it fills diaries.
Reps can override any lead at any time. If they want a lead back, they take it back. The Android stands down.

The revenue recovery calculation

Leads per week your team doesn't convert to appointment
_______
Average deal value
$______
Your current close rate from booked calls
_____%
Weeks per year
× 48
Annual revenue recovery potential (conservative 50% of leads reactivated)
$______
Formula: Dropped leads × 50% × close rate × deal value × 48 weeks
Brisbane buyers agent — October 2025

200 leads/month. Team converting 40% = 120 unworked leads/month. Deployed the 48-Hour Android. Result: 5–10 qualified appointments per day recovered from the drop-off pool. $80,000 in new pipeline added in the first two weeks alone.

What you need to deploy this

1
A CRM with lead status tracking
GoHighLevel, HubSpot, Salesforce, or ActiveCampaign. The trigger logic needs to know when a lead has gone 48 hours without a booking.
2
An SMS platform with automation
Twilio, Salesmsg, or GoHighLevel SMS. Messages need to send automatically based on CRM triggers — not manually.
3
The hand-raiser sequence loaded and ready
The six scripts from this module, personalised for your industry, loaded into your automation platform as a sequence with day-based delays.

What clients say

"Craig and his team have been amazing at generating us leads and appointments using their AI systems. Would 100% recommend."

— Mitchell Stafrace  ★★★★★

"When it comes to generating appointments with AI, Craig and his team deliver results. Would highly recommend."

— Luke Charlton  ★★★★★

"My business would not be in the great position it is today without the amazing services that Craig and his team provided."

— Jorge Guirao  ★★★★★

"I've worked with Optimo for the last 3 years. It's helped me grow my business and provided me with a steady stream of leads for my building firm."

— Wil Robinson  ★★★★★

Most businesses already have
more revenue than they think.

The leads already exist. The spend has already happened. The opportunity is already inside the database. What's usually missing is a structured way to go back and work it properly.

The offer

We deploy this exact system for clients on a pay-per-performance model. You only pay per qualified booked call that lands in your calendar. No retainers. No lock-ins. No risk. If our AI doesn't book you qualified calls — you don't pay.

Book a Free 15-Minute Call →

No obligation. We'll show you what's possible for your specific database and industry.