Axel AI follow-up

Every quote you never chased is still money.

Axel calls and texts the people who already asked you for something: old quotes, lapsed customers, no-shows and cold enquiries. The ones who are ready go back on your calendar.

  • Calls and texts in your name
  • Books into your open slots
  • Two tries, then it stops
Back on the calendar ${{ recovered }} {{ jobs }} jobs recovered from {{ worked }} worked
Latest {{ row.label }}{{ row.amount }}
Live illustration with sample values. Not a performance claim.

Four lists every business is sitting on.

None of this is cold calling. Every name on these lists already asked you for something.

List 01

Quotes nobody chased

You priced the job, sent it, and got on with the week. Axel asks whether they still want it done.

Usually the biggest pile
List 02

Customers who lapsed

Annual work that quietly stopped being annual. A reminder with two open times is often all it takes.

Easiest to restart
List 03

No-shows and cancellations

A missed slot is usually a bad day, not a lost customer. Axel asks if they still need the visit.

Fills gaps this week
List 04

Enquiries that went cold

Web forms and voicemails from a busy fortnight. Axel calls them back and finds out which ones are real.

Most time-sensitive
How a follow-up runs

Persistent, twice. Then it stops.

Axel is not a dialler and it does not hound people. A small number of well-timed attempts, about the thing they asked for, and it takes no for an answer the first time.

See the whole workflow
  1. First attempt
    Calling M. OkaforWater heater quote · 10:12 AM
    Rang out · voicemail left

    Calls at a sensible hour

    One call inside your working day and the customer’s timezone. If it rings out, a short voicemail and a text.

  2. In the message
    Text · 10:14 AM Hi Maria, it's Axel, the AI assistant for Alder Plumbing, about your water heater quote from October. Still want it done? I have Tue 9 AM or Thu 2 PM. Thursday works

    Leads with what they asked for

    No script about exciting offers. The actual quote, the actual service, the actual date, so they know why you’re calling.

  3. On a yes
    ThuYour calendar 1:00 PM · open 2:00 PM · Water heater swapBooked

    Books it or hands it over

    Routine work goes straight into a slot you opened. Anything that needs pricing or a site visit goes to you with the history attached.

  4. On a no
    Deck rebuild quoteClosed Went elsewhereReason loggedOff the list

    Writes down why not

    Went elsewhere, too expensive, no longer needed. You end the month knowing what is actually happening in your market.

Axel · this weekSample outcomes
  • Furnace tune-upLapsed 14 monthsBooked Thu 9 AM
  • Deck rebuild quoteQuiet 3 weeksWants a call from you
  • Missed cleaning visitNo-show last TuesdayRebooked Mon 2 PM
  • Bathroom enquiryWeb form, 2 weeks oldWent elsewhere
What lands on your phone

Every follow-up ends with an answer.

Not a dashboard of dials and opens. Each customer gets an outcome, a reason and a conversation you can replay.

  • Booked jobs land on your calendar with the quote attached
  • Warm leads come to you with the call notes and a recording
  • Every no is logged with the reason, so the list stays clean
Your numbers

Work out what your unchased list is worth.

Four numbers you already know. No sign-up, nothing sent anywhere.

Sitting in your unchased list · per year ${{ annual }} {{ revived }} jobs a month at ${{ value }}, from the {{ cold }} quotes that currently go quiet.
{{ cold }} quotes a month currently left unanswered
{{ revived }} jobs a month back on the calendar
${{ monthly }} recovered in a month

Your inputs, your estimate. Opsidian publishes no conversion benchmarks, so the revival share above is the one you set.

Guardrails

Your name is on every one of these calls.

Outbound goes wrong when software is allowed to be relentless. Axel’s limits are set before it makes a single call, and they are not suggestions.

Hard limits
  • Two attempts per customer, then it stops
  • No calls outside the hours you set
  • Opt-out honoured on the spot, permanently
  • Never contacts anyone you have flagged
Never without you
  • Offering a discount or changing a price
  • Promising a date you have not opened
  • Re-opening a complaint or a dispute
  • Anything a customer pushes back on
On the call Axel: Hi, this is Axel, the AI assistant for Alder Plumbing. I’m calling about the quote we sent in October. Are you still looking to get that done? We went with someone else. Axel: Understood, thanks for telling me. I’ll take you off the list. Logged: went elsewhere · removed
Questions

What owners want settled before Axel calls anyone.

Outbound touches your reputation. These answers are deliberately blunt.

01Is this cold calling?
Who exactly does Axel contact?

Only people already in your records who asked you for something: a quote, a service, an appointment or an enquiry. Axel does not buy lists and does not contact strangers.

Will this annoy my customers?

Two attempts, inside working hours, about something they personally asked for, and an immediate stop the moment anyone says no. That is closer to good admin than to telesales.

Does the customer know it is an AI employee?

Yes, in wording you approve, at the start of the call. It also offers to put a person on straight away, and asking for one is always honoured.

02Money and limits
Can Axel discount to win the job back?

No. Price is yours. Axel restates the quote as you wrote it, and if the customer wants movement on it, that becomes a request for you rather than a decision it makes.

What does it actually book?

Only the windows you have opened, for the kinds of work you have approved. Bigger jobs get qualified and passed to whoever prices them, with the call notes attached.

How do I know the numbers are real?

Every line in the ledger points at a specific customer, a specific call or message, and a specific outcome you can replay. The estimator on this page is your own arithmetic, not our claim.

03Getting started
Our records are a mess. Does that matter?

A spreadsheet of quotes is enough to start. Most pilots begin with one list, one month of history, and grow from there once you can see what came back.

Can I listen before it goes live?

Yes. Axel drafts its calls and messages in shadow mode first, so you approve the wording and the tone before a single customer hears from it.

How is Axel different from Forge and Ivy?

Axel reaches out. Forge answers what comes in, and Ivy runs the front desk. Axel is usually the second employee a business hires, once inbound is covered.

Axel · AI follow-up

Start with last month’s quotes.

One list, one month, shadow mode first. Then decide from what came back.

Book a pilot Hear Axel work

From $450 a month. See pricing