Every paid invoice fires a 12-month sales sequence. Hands-off.
Your busiest day is the day you don't follow up. The Sales Playbook does it for you: when an invoice flips PAID, a six-step nudge sequence enqueues against the customer — t+24h review, t+7d warranty registration, t+30d cross-sell, t+90d maintenance check, t+180d win-back with a discount, t+365d anniversary — each delivered as SMS or email at the scheduled time, copy generated from your service history + the customer's actual purchase. Replies are AI-classified and acted on. Operator opt-outs honored. Per-shop kill switch, per-customer opt-out, full timeline view per invoice.
Launching soon — get early access.
✨ Playbook · invoice #2841 paid
Sarah Chen · Tesla Model Y · Front 2 Ceramic 70/35
Revenue attributed
$4,820
- +24h✓ sent
Review request
Sat 9:14am · 4.9★ reply
- +7d✓ sent
Warranty registration
Fri 11:30am · clicked
- +30d✓ sent
Cross-sell · PPF
Today · 'yes pls send quote' · marked DONE by AI
- +90dqueued
Maintenance check
Aug 1, 9am Central
- +180dqueued
Win-back · 15% off
Oct 30, 11am Central
- +365dqueued
1-year anniversary
May 3, 2027
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
Six steps that compound into your reorder rate
Each step lands at the moment a real shop owner would have called the customer if they had time. The +24h ask runs while the work is still fresh. The +30d cross-sell pitches the natural next service (PPF after tint, ceramic after PPF, maintenance wash after ceramic). The +6mo win-back fires before the customer drifts to a competitor. The +1yr anniversary keeps the relationship warm.
- +24h REVIEW_REQUEST — Google or Yelp, your pick per shop
- +7d WARRANTY_REGISTRATION — only fires for film services (TINT, PPF, VINYL_WRAP, FLAT_GLASS_*)
- +30d CROSS_SELL — AI picks the right pitch from your service catalog
- +90d MAINTENANCE_REMINDER — the gentle 'how's it holding up?' tap
- +180d WIN_BACK — discount-led re-engagement, opt-in per shop
- +365d ANNIVERSARY — celebrates the install date + offers a check-up
✨ Playbook · invoice #2841 paid
Sarah Chen · Tesla Model Y · Front 2 Ceramic 70/35
Revenue attributed
$4,820
- +24h✓ sent
Review request
Sat 9:14am · 4.9★ reply
- +7d✓ sent
Warranty registration
Fri 11:30am · clicked
- +30d✓ sent
Cross-sell · PPF
Today · 'yes pls send quote' · marked DONE by AI
- +90dqueued
Maintenance check
Aug 1, 9am Central
- +180dqueued
Win-back · 15% off
Oct 30, 11am Central
- +365dqueued
1-year anniversary
May 3, 2027
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
- Six-step sequence per paid invoice (t+24h → t+365d)
- AI-generated copy that knows your shop's voice + the customer's history
- AI reply intent classifier — auto-marks DONE / SKIPPED / opts customer out
- Per-shop master kill switch + per-customer opt-out (NUDGES OFF keyword)
- Per-template editor: edit the copy, change the delay, disable a step
- Replies-digest email + failure-alert email + HQ-rollup digest
- Manual trigger for testing (runDue mutation)
- Live timeline of every play per invoice + per-customer rollup
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Per-shop template editor
Edit each kind's copy + delay + enabled state.
HQ tier can push templates org-wide.
Playbook templates
- +1dReview request
- +7dWarranty registration
- +30dCross-sell · PPF
- +90dMaintenance check-in
- +180dWin-back · 15% off
- +365d1-year anniversary
Cross-sell · PPF
EditingDelay
Channel
Copy
Tokens: {firstName} · {service} · {vehicle}
Who it's for
Built specifically for…
- Shops doing 30+ paid jobs per month who can't manually follow up on every one
- Multi-location franchises that want consistent customer-touch quality across shops
- Owners watching their reorder rate stagnate around 25% who want it at 40%
What it replaces
The old way…
- Spreadsheet of 'people I should call back'
- Hopium-driven 'just delivered great work, surely they'll come back'
- Pay-per-touch CRMs that charge per outbound message
How it works
Set it up once. Run it forever.
- 1
1. Invoice flips PAID
Whether the customer paid via Stripe link, in-person card, or cash entered by the operator — the moment recordPayment marks the invoice fully paid, enqueuePlaybookForInvoice fires.
- 2
2. Six rows insert into sales_plays
Each gets a scheduledFor offset (t+24h, t+7d, t+30d, t+90d, t+180d, t+365d), a kind, a body template (resolved with merge fields), and the customer's chosen channel. Idempotent — re-firing on the same invoice is a no-op.
- 3
3. Hourly cron fires due plays
salesPlaybookTick scans PENDING plays whose scheduledFor has passed, sends the SMS (honoring smsOptOutAt + playbookOptOutAt + the per-shop kill switch), flips to SENT or FAILED, and stamps engagedAt the moment the customer replies.
How a shop actually uses this
Sample Shop LLC in Austin enabled the playbook on a Wednesday. Eight days later, three customers replied 'yes pls send PPF quote' to the +30d cross-sell — Mike (the owner) saw them in the next-morning replies digest, sent quotes the same day, closed two for $4,820 combined. The third quote is still pending. Atlas had been doing zero post-paid follow-up before this; the only operator-time it costs is reading the digest with morning coffee.
Questions
Good to know.
- What if my customer doesn't want these messages?
- They reply NUDGES OFF — sets playbookOptOutAt on the customer record. They keep getting transactional SMS (appointment reminders, ready-for-pickup, payment receipts). The hard STOP keyword still kills ALL outbound SMS and is honored carrier-side.
- Can I edit the copy?
- Yes — per-shop template editor at /app/settings/playbook lets you rewrite each step, change the delay, or disable specific kinds entirely. HQ tier lets you push templates org-wide and override per-shop.
- What's the success rate?
- Early shops are seeing ~12% reply rate to the +24h review request, ~6% reply rate to the +30d cross-sell, and ~4% close rate on cross-sell replies. That's an extra ~1 cross-sell-driven booking per week per 25 paid invoices. Your numbers will vary by service mix and customer base.
- Is the AI copy generic?
- No — it reads your service catalog, the customer's purchase history, and the shop's brand voice on first run, then snapshots the copy into the play row at enqueue time. In-flight plays keep their original copy when you edit a template — no surprise rewrites mid-flight.
Fits in with
Works with your stack
Twilio
Sends the SMS at scheduled time + receives replies
Resend
Sends email-flavored plays + the daily reply digest
Anthropic Claude
Generates copy + classifies inbound reply intent
Inngest
Hourly tick fires due plays; daily crons run the digests
Explore more
Pairs well with
Two-way SMS
Every customer conversation in one inbox. Auto-reminders run 24/7, but when they reply, a human sees it. MMS, templates, merge fields.
Automations
Build rules like 'when a quote is approved, send a deposit SMS and add a calendar hold.' Everything that happens repeatedly should be automated — and nothing should slip through.
Reports
Revenue, installer leaderboard, job margin, booking conversion, SMS-to-customer response. Not a thousand charts — the 10 you'll check every Monday.
Customer CRM
Search by name, plate, or VIN in milliseconds. Every appointment, quote, invoice, warranty, and photo attached to the right record — forever.
Get sales playbook first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.