01 / PPL
New paid leads
Follow up on eligible purchased or partner leads, ask the right questions, and work toward a booked appointment.
New inquiry Qualified appointment
Tradesly outbound · AI + people
AI outbound calling.
Follow up with eligible leads by phone, text, and email. Qualify interest and coordinate the next step, with human support when included.
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Phone, text, email Built-in compliance controls Human support when included
Legal consultation requestPaid lead · Legal services
Tradesly
Thanks for your consultation request. Can our intake team call on Thursday?
Customer
Yes, Thursday afternoon works.
Ready for an intake conversation
Trusted by home, legal, and other local businesses
Work the leads you haveReconnect with eligible contacts
Follow throughUse coordinated, approved sequences
Use human judgmentBring people in where included
Book the next stepTurn conversations into scheduled work
The follow-up gap
The opportunity isn't gone. The follow-up just stopped.
Paid leads wait for a callback. Quotes sit open. Customers get busy. So does your team. Tradesly picks up the conversation and helps customers take the next step.
01
Reach out before interest fades.
Start relevant conversations without piling every first attempt onto your front desk.
02
Stay in the conversation.
Continue approved follow-up, then adjust when someone responds, books, or opts out.
03
Get to a useful next step.
Qualify, schedule, or hand off to someone who can move the work forward.
From interest to booked work
New inquiry receivedLead enters the queue
Conversation restartedAI handles the first steps
A next step is bookedYour team gets the context
Keep outcomes visible to your team
Built for the leads you have
Outbound calling use cases.
The message, timing, and next action should fit why the customer contacted your business.
02 / GOOGLE LSA
Google Local Services Ads
Connect your Google LSA lead flow with Tradesly outbound workflows. Respond with relevant follow-up while preserving the source and inbound call handling.
LSA lead Follow-up and booking
03 / REHASH
Open and unsold estimates
Revisit proposals that haven't converted. Answer questions, address hesitation, and help customers decide on the next step.
Open estimate Conversation revived
04 / REACTIVATION
Past customer reactivation
Lead reactivation helps you reconnect with eligible past customers through maintenance reminders and relevant service follow-up.
Eligible customer Next service
How outbound works
What is AI outbound calling?
AI outbound calling uses AI-assisted phone conversations to follow up with eligible leads or customers, understand their needs, and move them toward qualification, booking, or a person who can help. Tradesly coordinates those calls with text, email, and human support where configured.
- Start from a defined audience and goal.
- Use approved timing and contact methods.
- Escalate important conversations and stop when appropriate.
Your follow-up workflowPick a lead. See the playbook.
Legal consultation requestPAID LEAD
- Choose the right lead
Identify the lead source, allowed contact method, and appropriate owner.
- Start a relevant conversation
Use an approved call, text, or email sequence while intent is fresh.
- Qualify and route
Confirm the service need, area, and readiness; involve a person when appropriate.
- Book and close the loop
Move an interested lead toward an appointment or handoff and stop redundant follow-up.
Target: qualified booking or handoff
New Google LSA inquiryGOOGLE LSA
- Connect the LSA lead
Bring the LSA inquiry into the configured Tradesly workflow and preserve source context.
- Respond on the supported path
Continue the message conversation through the configured reply channel.
- Qualify the request
Confirm service area, need, urgency, and available next steps.
- Book or route
Connect an eligible lead to an approved booking or staff member; track the result.
Target: LSA inquiry converted to a valid next step
Office cleaning estimateOPEN ESTIMATE
- Choose eligible estimates
Use open status, timing, service information, and approved exclusions.
- Follow up with context
Ask whether the customer has questions about the quoted work.
- Handle the decision
Answer approved basics and route financing or project-specific questions to a person.
- Recover the opportunity
Help interested customers move to booking or the appropriate next discussion.
Target: revived estimate opportunity
Seasonal service reminderPAST CUSTOMER
- Choose eligible customers
Identify the agreed audience, prior service, exclusions, and allowed outreach.
- Send a helpful reminder
Use approved timing and service-specific language.
- Listen for the response
Answer common questions or route exceptions to your team.
- Arrange the service
Offer supported next steps and stop unnecessary further contacts.
Target: return service booked or qualified
Connected actions and handoffs follow your campaign settings.
Built-in safeguards
Compliance controls are part of the workflow.
Tradesly includes controls for consent-aware outreach, contact rules, opt-outs, and suppression. Set the right boundaries for your campaigns so outreach can keep moving responsibly.
Consent and do-not-contact rules
Opt-outs and suppression
Timing and outreach cadence
Built-in controls support compliant operations; they do not replace appropriate customer permissions, campaign configuration, or applicable legal requirements.
AI follow-up with human support
AI handles the routine. People step in for urgent or complex needs.
Tradesly combines outbound calling software with human support when included. AI handles routine check-ins and basic questions. Route urgent requests, complex estimates, and sensitive conversations to your team or Tradesly specialists, according to your routing rules and included coverage.
Automate what repeats.
Automated outbound calling handles routine follow-up, basic questions, status updates, and next steps.
Bring in people for the important moments.
Handle objections, sensitive situations, and complex sales conversations with your team or agreed Tradesly coverage.
Keep the context with the conversation.
Help the next person understand what's happened and what the customer needs.
From conversation to capacity
Follow up. Fill the board.
An open spot on the calendar and an open estimate in your CRM should not stay disconnected. Tradesly helps turn relevant follow-up into the next job.
- Reach the customers who already showed interest.
- Help them choose a next step, with human coverage where included.
- Make the outcome visible to your team.
Tuesday service board
Service visit bookedExisting appointment
Estimate visit bookedCustomer confirmed
Repair bookedExisting appointment
Follow-up callCustomer wants to discuss options
The customer chooses Tuesday at 11. Your team has the context.
Know what's working
See which follow-ups lead to booked work.
Track replies, qualified leads, and bookings by campaign and lead source.
Time to contact
How quickly eligible leads receive the first outreach, and how soon they respond.
Contact rate
The share of unique eligible leads that have a real, two-way conversation.
Qualified leads
Customers who are a fit and ready for a useful next step.
Booked jobs
Appointments, estimates, or jobs booked, plus attributed revenue when available.
Set it up your way
Set the rules. We'll handle the follow-up.
Tradesly works with your lead sources and business process. Tell us how the campaign should work, what a good lead looks like, and when people should take over.
01
Choose the audience.
Pick the lead sources, open estimate segments, and customers eligible for outreach.
02
Set the campaign rules.
Define channels, contact timing, qualification, booking, opt-outs, and human involvement.
03
Launch and keep improving.
Test the process, review conversations, and tune the workflow around results.
Campaign direction
“Follow up on eligible open estimates. Ask if they have questions. Route financing or project-specific requests to a person. Stop when a customer books or opts out.”
Approved audience and channel rules
Human handoff where configured
Stop conditions and safeguards
Available settings and connected actions depend on your setup.
Built around local businesses
Built for the work you do.
Match each conversation to your services, qualification questions, and booking process.
Electrical
Project quotes, panels, inspections, and callback needs.
Property management
Prospect inquiries, leasing callbacks, and resident follow-up.
Explore property managementMulti-location teams
Audience ownership, location rules, and consistent follow-up.
FAQs
AI outbound calling FAQs.
Here are the important questions before you launch a campaign.
What kinds of leads can Tradesly contact?
Tradesly can follow up with eligible paid leads, Google LSA inquiries, open estimates, and past customers. Your campaign defines the audience, allowed contact methods, and next steps. Contact permissions and available source data determine who can enter each workflow.
Are outbound calling, texts, and email available now?
Yes. Tradesly offers outbound capabilities and workflows today. The channels, limits, cadence, integrations, and human coverage in your campaign depend on your outbound package and configuration.
Does Tradesly connect to Google Local Services Ads?
Yes. Tradesly offers a Google LSA integration to bring lead information into connected follow-up workflows. LSA message replies can reach customers by text or email through Google's messaging system. Voice callbacks use a separate calling setup and depend on available contact details, permissions, and your configured workflow. Reply channels and booking actions are confirmed during setup.
Can Tradesly rehash unsold estimates?
Yes. Tradesly supports estimate follow-up workflows. Choose eligible open estimates, personalize outreach based on available context, handle common questions, and route important conversations toward a decision or booking.
Are compliance controls built in?
Yes. Tradesly includes controls for campaign contact rules, consent-aware outreach, opt-outs, suppression, and timing. Your business still needs the correct permissions and approved campaign setup; built-in controls don't guarantee legal compliance in every situation.
Is outbound included in Tradesly pricing?
Outbound is available within Tradesly packages, with usage and campaign limits based on your plan. Ask about outbound packages for pricing and details on what your plan includes.
Is Tradesly outbound calling software or a calling service?
Tradesly provides AI-assisted outbound calling software and campaign workflows. Your team can take handoffs, and Tradesly's trained representatives can provide an outbound calling service when human coverage is included in your package. Routing, hours, and handoff types depend on your selected coverage and setup.
How should we measure outbound success?
Focus on time to contact, two-way contact rate, qualified leads, booked appointments or jobs, and revenue when attribution is available. Keep definitions consistent across lead sources and time periods.
Does Tradesly sell leads or provide cold prospect lists?
This product follows up with eligible leads and customers from your existing sources. It does not supply purchased leads or cold prospect lists. Choose the audience and contact permissions before starting a campaign.
How is outbound calling different from an AI receptionist?
Outbound calling starts a conversation with an eligible lead or customer. An AI receptionist answers incoming calls and helps with qualification, routing, and approved next steps. A business can use both for different parts of the customer journey.
Turn follow-up into your next job
Your next booking may already be in your pipeline.
Show us where leads stall. We'll help you put the right outbound workflow in motion, with a package that fits your volume and team.