A.I.-Driven SMS To Keep Leads Warm? Here's How
🦾 A.I. in Action
Keep your pipeline active with timed, personalized text messages that reignite conversations.
🛠Tools You’ll Use
âś… Twilio/MessageBird: Send and receive SMS.
âś… HubSpot/Pipedrive/Zoho CRM: Track lead status.
âś… ChatGPT: Generate compelling, contextual text messages.
âś… Zapier/Make: Automate the entire workflow.
Step 1: Set the rule for “cold lead”
In your CRM, create a view or filter: “no reply and no meeting booked after 3 days.”
Step 2: Connect apps
In Zapier or Make, connect your CRM, Twilio or MessageBird, and OpenAI. Add your booking link as a CRM field.
Step 3: Create the automation (first SMS)
Trigger: New or updated contact appears in “Cold Leads” view.
OpenAI step: generate the SMS.
Prompt:
“Write a friendly 160-character SMS to {FirstName} about {Offer}. Invite to book at {BookingLink}. No emojis. Keep it human.”
SMS send: Twilio or MessageBird sends to the lead’s phone.
CRM update: stamp last_sms_sent_at and last_sms_variant = 1
Step 4: Delay and send the second SMS
Delay: 2 days.
Only continue if there is no reply and no booking.
Prompt:
“Write a 160-character SMS sharing a quick win: {CaseStudy}. Invite to book at {BookingLink}. Keep it helpful.”
Send and update CRM. Set last_sms_variant = 2.
Step 5: Delay and send the third SMS
Delay: 3 days. Only continue if still no reply and no booking.
Prompt:
“Write a 160-character SMS offering a 15-minute quick chat. Include {BookingLink}. Friendly and concise.”
Send and update CRM. Set last_sms_variant = 3.
SMS templates you can use now:
✅ SMS 1: “Hi {FirstName}, this is {RepName}. Still interested in {Offer}? Grab a time here: {BookingLink}.”
✅ SMS 2: “We just helped a client with {CaseStudy}. Want to see if it fits your goals? Book here: {BookingLink}.”
✅ SMS 3: “Open to a 15-minute quick chat to see if we can help? Pick a slot: {BookingLink}.”
Step 6: Handle replies and opt-outs
Set a Twilio or MessageBird webhook to Zapier or Make.
âś… If reply contains STOP, END, or UNSUBSCRIBE: confirm and mark opted_out = true in CRM.
âś… If reply is positive: create a task for the owner and send the booking link again.
âś… If booked: mark lead as booked and stop the sequence.
Step 7: Keep it compliant and effective
Send only during business hours in the lead’s timezone.
Include opt-out info where required: “Reply STOP to opt out.”
Track clicks with UTM on your booking link. Watch reply rate, booked calls, and opt-outs.
Step 8: Test and go live
Test on two to three internal numbers. Verify links, timing, and CRM updates. Turn it on for a small lead segment, then scale.
There you have it. Feel free to start your SMS campaign with this one!
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