Justin Smith

Inquiry sweep and follow-up

Who is still waiting for your reply?

Talk through your follow-ups

How the inquiry sweep works

Your customer records stay current. Without retyping every conversation.

  • CallsHistory and notes, when available
  • TextsCustomer messages
  • EmailInquiry threads
  • QuotesKnown terms
  • PaymentsConnected records

Database foundation

The customer. The conversation. The quote. The status.

I connect the sources and build the matching rules.

AI sweep

Creates new leads. Updates existing records. Flags anything unclear.

Checked updates return to the same database.

Who needs a reply
Who needs a follow-up
Who booked or paid Only when connected booking or payment records confirm it.

Sources stay read-only. Call history and notes are used where available; a call log is not a transcript. A person checks unclear matches and decides and sends customer replies.

Less time maintaining the CRM. More time following up on the work already in it.

The handoff

From conversation to next step

Connected sources

Email, texts, booking quotes, and available call history or notes.

Own customer record

Create or update a lead in your own table; sources stay read-only.

Unclear details flagged

Uncertain matches go to a person.

People decide and reply

Your team handles the conversation.

I configured this pattern for Adventure Idaho. Automatic acknowledgments and drafted replies are separate options to scope and test.

Options to scope

Keep the useful details together

Nobody wants to manually update their CRM. They want to win the work. The useful additions depend on the sources and rules we test together.

Older threads

Surface open follow-ups from connected sources.

One customer view

Link channels; flag uncertainty.

Booking and payment

Show booking status and whether payment was received when connected records confirm it.

Commitments

Show promises and next steps.

Priority

Use known quote or booking value and timing. Unknown stays unknown.

CRM updates

Write checked details to your own records where supported.

Work I have done

Built inside service businesses

Adventure Idaho

I built a daily sweep that checks inquiry email, texts, available call history and notes, and booking quotes. It creates or updates our own Leads table and shows known follow-ups. Unclear matches go to a person. People decide and reply. See the communications work.

How I would begin

Set up, check, then use it

Connect email, texts, booking quotes and available call history or notes through APIs or integrations, then build or connect your customer database.

Define matching and update rules, including what a person checks.

Test real cases with your team before relying on the sweep.

Start here

Tell me where inquiries stall

I’ll reply personally. The first 20-minute conversation is free.

Talk through your follow-ups