Most of your leads are not dead. They are just not ready today.
Nurture that works a lead for months, then hands it back warm.
Included with Managed Floor Enterprise · not sold separately
What a dialer cannot reach
The expensive part of a lead is buying it. The cheap part is asking again.
Every floor has the same three piles, and none of them is worked — because working them takes months of small touches that no agent’s day has room for.
The ones you dial once and forget
A floor works today’s list. The contact who said “call me next year” is worth as much in eleven months as a fresh lead costs — and nothing in the dialer remembers them.
Quotes that went quiet
The deal that reached a quote and stalled is the most qualified record you own. It sits at a stage nobody works, because working it is six touches over four months and no agent has that in their day.
Renewals nobody schedules
Policies lapse, contracts end and warranties expire on dates you already know. Reaching those people needs a calendar, not a callback — and calendars are what nobody keeps.
What it does
Marketing automation, pointed at a dialing floor.
Sequences that run for months, not days
Email and SMS steps with real waits between them — a week, a quarter, until a date on the record. A track is built once and then works every lead that ever enters it, for as long as it takes.
Segments that keep themselves current
Membership is a rule, not a list you export. “Quoted, never closed, over 60 days, in these states” gains and loses people on its own as the underlying records change.
Split testing on the copy that matters
Subject lines and opening messages tested against each other on live traffic, with the result judged on replies and bookings rather than opens.
Branching on what they actually did
Opened but did not reply, clicked but did not book, replied with a question. Each takes a different path, and a webhook can branch on anything your own systems know.
A record that accumulates
Every touch, reply and stage change lands on the lead, so the eleventh contact in month nine knows about the first. Email and calendar sync from Gmail, Outlook or Exchange puts reps’ own replies on the record too.
Hands the warm one back to the floor
When somebody replies, books, or hits the score you set, the sequence stops and the lead returns to your dialer as callable — with the history attached, so the agent opens a conversation rather than a cold call.
A nurture track is a calendar, kept by something that does not forget.
The tracks we build
Six that earn their keep on nearly every floor.
Your engineer builds these around your own stages and dispositions in the first month, then adds to them as you find what your market answers.
The long no
For “not this year”. A quarterly touch that stays useful rather than salesy, and wakes into a call task when the date they named arrives.
Quoted, never closed
The stalled quote worked properly: a reason-based follow-up, a price-change trigger, and a last call before the record ages out of relevance.
Renewal and re-quote
Anchored to a date on the record — policy renewal, contract end, warranty expiry — and counted backwards so the first touch lands while there is still a decision to make.
Speed-to-lead, then patience
A minutes-fast first touch on a new web lead, and when that does not convert, a months-long track instead of a disposition and a shrug.
Reactivation
Old lists worked as a campaign rather than redialled. Suppression and consent are checked first, so what goes out is what should go out.
Post-sale and referral
Onboarding sequences, review requests at the point people are actually happy, and a referral ask that is timed rather than random.
How it starts
You are not handed a blank canvas and wished luck.
We map what you already have
Your dispositions, stages and lists, and what each one really means on your floor. The tracks are built around how your business works rather than a template you bend to fit.
Your engineer builds the tracks
Sequences, segments, copy and branching. Not a blank canvas handed over with a login — the first set is built for you and running before you are asked to have an opinion about it.
It runs, and it is tested
Split tests on the copy that carries the reply rate, measured on replies and bookings. Losing variants are retired rather than left running.
You see it in the monthly review
What each track produced, what it cost, and which leads came back to the floor warm — alongside the rest of your Managed Floor reporting rather than in a tool you have to remember to open.
Pricing
It comes with Managed Floor Enterprise.
Not sold on its own, and not because of a paywall. A nurture programme is only worth what somebody tends — tracks drift as products, prices and campaigns change, and an untended sequence quietly emails the wrong offer for months. The engineer is the half that makes the software worth having.
From $2,900/mo, with Managed Floor Enterprise
That is the 25-agent band; it scales with your plan up to $27,900/mo at 350 agents, and carries the other three products we do not sell separately. See the full price table.
- Multi-month email and SMS sequences, with waits measured in weeks and quarters rather than minutes
- Segments defined as rules, so membership updates itself as records change
- Split testing on subject lines and opening messages, judged on replies and bookings
- Branching on opens, clicks, replies, stage changes and your own webhooks
- Email and calendar sync — Gmail, Outlook or Exchange — so reps’ own replies land on the record
- Warm leads handed back to your dialer as callable, with the full history attached
- Consent, suppression and unsubscribe enforced before every send
- Your engineer builds the tracks, writes the first copy, and keeps them current as your campaigns change
- A login for your team, so you can watch it work and change it when you want to
Email and SMS volume is billed to you. Sending runs on your own domain with your own authentication, and the sequencing, CRM and email infrastructure come from Adoptiv, who we partner with for this. Consent and suppression are enforced before every send; we hold the limits you agree, and we are not your compliance department.
Questions people actually ask
Looking for follow-up that happens in the next hour rather than the next quarter? That is Journeys — part of Smart Carrier, and free through 2026.
You have already paid for these leads. Ask them again.
Multi-month nurture built and run by your named engineer, with the warm ones handed back to your floor. Comes with Managed Floor Enterprise, from $2,900/mo.
How you get it
The Follow-Up Engine comes with Managed Floor. It isn’t sold separately.
Not as a paywall — because it doesn’t work unattended. A nurture track drifts: products change, prices change, and a sequence written in March is quietly emailing the wrong offer by June. The tool is only half of it; the other half is an engineer whose job is to act on what it finds. So we stopped selling the half that doesn’t work on its own.
Managed Floor Essentials
Not included at this tier
Managed Floor Enterprise
Included
Already a Managed Floor customer? It’s switched on in your portal — no extra charge, nothing to add.