Pipeline

Active pursuance.

The AI is working on these for you in the background. Recall windows, quote chases, follow-ups, unpaid invoices. You only step in if you want to override.

Recurring recalls

Customers due for the work they had last time. MOT, full service, annual check.

2 open · £162 est. value

Oak Avenue · 9 houses Round due 4-week round, due Wed 28 May due in 3 days

Pattern: confirm all 9 day-before by WhatsApp. · Last touch 3 days ago (last round) · Next AI nudge Tue 27 May 19:00

The Mortons Gutter follow-up Quoted £75, deposit paid today

Done today, AI will send invoice + thanks after. · Last touch last week · Next AI nudge today 14:30

Quotes awaiting reply

AI follows up at +2 days, +5 days, +10 days. Each nudge persona-matched.

2 open · £65 est. value

Mrs Cole (37 Elm) Conservatory roof £65 Saw the round yesterday, asked while you were there awaiting reply

Existing round customer, likely yes. · Last touch today (quote sent) · Next AI nudge tomorrow 09:00

See AI draft for next nudge ↓

"Hi Mrs Cole, just checking you got the conservatory quote (£65). Happy to add it to next Thursday's round if you're in."

Mr Banks (NEW) First clean today Maple Crescent semi in today

If happy with first clean, AI will offer to add to the 4-weekly Maple round. · Last touch today (booking confirm) · Next AI nudge after clean

See AI draft for next nudge ↓

"Mr Banks, hope you're happy with the first clean. Want me to add you to the 4-weekly round? £18 a visit, same day each month."

Post-job follow-ups

+24h check-in. Helps reviews, catches issues early, prompts the next job.

1 open · £216 est. value

Elm Road (12 houses) Round done Standard round end of day

Auto-sends 'all done, £18 each, here's your link' to all 12 by 18:00. · Last touch today (round) · Next AI nudge today 18:00

Unpaid invoices

Chase ladder. Polite at +3 days, firmer at +7, escalates to you at +14.

2 open · £36 est. value

The Finches (Oak Ave) Invoice £18 Sent 14 May (round) +11 days, 2 nudges

Always pays, just slow. Last time was day 13. · Last touch 22 May (gentle nudge) · Next AI nudge tomorrow 09:00

See AI draft for next nudge ↓

"Hi Mr Finch, just a quick one on the £18 from the 14th, easiest way is the card link below. Cheers."

26 Elm Road Invoice £18 Sent 14 May (round) +11 days, 1 nudge

New round customer (3 cleans in). Building habits. · Last touch 20 May (1st reminder) · Next AI nudge Mon 26 May 09:00

Dormant regulars

Customers who used to come regularly and have gone quiet for 3+ months.

1 open · £0 est. value

No. 8 Vine Crescent Was on the round 4-weekly, stopped Feb 2026 quiet 3 months

Said 'taking a break'. Worth a soft check. · Last touch 14 Feb · Next AI nudge Wed 28 May 18:00

See AI draft for next nudge ↓

"Hi, hope you're well, realised it's been a few months since the windows. Happy to slot you back in whenever you want, no pressure."

Pursuance health

Outreach last 30d

54 replied · 22 booked

Reply rate

62%

+8% vs last month

Recovered revenue

£982

Bookings from AI nudges, last 30d

Suppressed

Customers paused by you