Introducing Kixie AI Insights — A New AI-Powered Reporting & Analytics Experience

Template Library

The following templates are designed to help you communicate with leads in different ways, depending on the situation and the desired outcome.

After business hours auto-reply

Sorry we missed you. Our business hours are M-F, 9am-5pm. Someone from [company name] will get back to you within 24-48 hours. Thanks for your text!

Appointment confirmation auto-reply

Hello [name], this is [company name]. We wanted to remind you of your upcoming appointment on [date] at [time]. Please text “Y” to confirm. Thank you!

At lunch auto-reply

Thanks for reaching out to [company name]. Sorry we can’t reply right now, you’ve caught us during lunch time! Someone from our staff will reach out at [time].

Auto-Create Zendesk Tickets with Call Outcomes in Kixie

When a rep finished a phone call, automatically trigger a Zendesk ticket to be created based on the call outcome. With Zapier, Kixie, and your CRM, you can set this automation up in minutes.

Auto-Dial Prospects as Soon as They Open Your Email

When a lead is interested in your product or service, they are more likely to make a purchase if they receive immediate attention. This automation allows your sales team to get in contact with a new lead as soon as they show interest in your brand.

Auto-Text Customers Who Have Abandoned Their Cart in Shopify

This abandoned cart follow-up automation is designed for e-commerce companies. With Zapier and Kixie, you can now trigger an auto-call or auto-text message to your customer anytime after they abandon their cart in Shopify.

Automate Inbound Lead Follow-Up

Once you have a high-performing inbound lead funnel from an online form, automate the lead follow-up process with Zapier and Kixie in a few simple steps.

Automate Prospect Research with Kixie, Apollo, and ChatGPT

Get more booked meetings from your cold calling campaigns with this prospecting automation sequence. This automation streamlines prospect research with smart integrations between Kixie, Apollo.io, your CRM, and ChatGPT – so that every cold call you make is an informed one.

Automate Scheduled Callbacks With Kixie and Google Calendar

This automation schedules follow-up sales calls using Kixie, Zapier, your CRM and Google Calendar, streamlining your process for scheduling calls and ensuring you never miss an opportunity to reconnect with a potential client.

Average Duration Between Outbound Calls Report

For sales managers who run outbound teams that make a high volume of calls each day, it can be important to monitor team performance using a variety of measurements. Understanding the average duration between outbound calls can help give you a more accurate snapshot of the strength of your sales team.

Cold phone call script

Hey [Name], it’s [Your Name] from [Your Company]. I was looking over your website and noticed that you’re not currently using [Product/Service]. I’m curious, is there a reason why? We’ve had great success with businesses similar to yours and I believe we could help you too. Would you be open to learning more?

Create a Ticket in HubSpot With a Kixie Call Outcome

Streamline your sales and support reps' workflows by automatically creating a ticket in HubSpot based on a Kixie call outcome. Never forget to create a support request again with this easy to setup automation.

Customer support auto-reply

We got your text! It’s pretty busy here, but don’t worry, we’ll respond to your message as soon as we can. (Usually within [time].) FAQ: [Link to FAQ]

Follow-up phone call script

Hello [Name], this is [Your Name] calling from [Your Company]. I know we haven’t spoken in a while, but I wanted to remind you of our [Product/Service] and see if you’re ready to take the next step. I’m confident that we can provide a solution that will save you time and money. Let’s schedule a call to discuss this further. I have some availability this week, what works for you?

Follow-up sales email

Dear [Lead’s Name],

I hope this email finds you well. I wanted to follow up on our recent conversation about [product/service] that [your company name] offers.

As a reminder, our [product/service] can help [briefly describe how your product/service can help the lead’s business]. I believe this could be a great fit for your company, and I wanted to see if you had any further questions or concerns.

If you’re interested in learning more, I would love to set up a [Zoom call, demo, etc.] with you to discuss further. I’m available [offer a few potential meeting times], or I’m happy to work around your schedule.

Thank you for your time, and I look forward to hearing back from you.

Best regards,

[Your Name]

Formal follow-up call script

Good morning/afternoon, [Name]. This is [Your Name] from [Your Company]. I wanted to follow up with you regarding our previous conversation about [Product/Service]. We’ve had some recent updates that I believe would be of interest to you. I would appreciate the opportunity to speak with you further about how we can assist your business. May I schedule a call with you for later this week?

Funny follow-up call script

Hello [Name], this is [Your Name] calling from [Your Company]. I hope I’m not interrupting anything too important. I just wanted to touch base with you and see if there’s any chance you’re still interested in [Product/Service]. If not, no worries. But if you are, let’s chat and see if we can make this happen. I promise I won’t tell any bad jokes, unless you’re into that sort of thing.

Gentle reminder email follow-up

Dear [Lead’s Name],

I hope this email finds you doing well. I just wanted to touch base and follow up on our previous conversation about [Product/Service]. I truly believe that our solution could make a positive impact on your business, and I wanted to send you a gentle reminder about it.

[Product/Service] is designed to [briefly describe how your product/service can help the lead’s business], and we’ve seen some incredible results from our clients who have implemented it. I would love to discuss how we could tailor it to meet the specific needs of your business.

I know how busy things can get, so I completely understand if you haven’t had a chance to review the information I sent over. If you have any questions or concerns, please don’t hesitate to reach out to me directly. I’m here to help in any way I can.

Thank you for your time, and I look forward to the opportunity to connect with you soon.

Best regards,

[Your Name]

How to Automate Email Follow Up

Through the power of Kixie and HubSpot, you can streamline your lead nurturing and email follow-up process, and save valuable time. With this automation, you can create a sales workflow to automate email follow-up, and encourage leads to move through your sales pipeline.

How to Automate Speed-to-Lead

Speed-to-lead automation allows you to reach out to a contact as soon as they enter your CRM pipeline, open an email, or meet another condition.

How To Create a Conditional SMS Drip Campaign

Nurture leads, engage with customers, or follow up on sales opportunities with SMS drip campaigns. This automation allows you to create a conditional SMS drip campaign using Kixie, your CRM, and Zapier.

How To Eliminate Admin Tasks Between Phone Calls

The last thing you want is to waste precious minutes on administrative tasks between phone calls during an outbound calling campaign. That’s where automation via Customer Relationship Management (CRM) systems and sales engagement platforms comes in. Here's how you can eliminate time-consuming tasks by leveraging the power of Kixie PowerCall and Pipedrive CRM.

How to Respond to a Missed Call via Auto-Text

This automation allows your team to respond to a missed call by sending an automated text message, using Kixie PowerCall and HubSpot CRM.

How to Send Auto Text Confirmation for Completed HubSpot Forms

By utilizing tools like HubSpot and Kixie's Team SMS, you can automate the process of sending follow-up messages to your leads. This not only saves you time but also helps to provide a better customer experience. This automation will allow you to set up your own automatic lead follow-up system.

How To Track Marketing Sources Based on Phone Number

Picture this: you have a handful of ads running on different platforms (Google, Facebook, Craigslist, etc.), each with a CTA to call your business. You want to track the performance of each ad, based on how many phone calls your business receives.

Humorous follow-up email

Dear [Lead’s Name],

I hope you’re having a fabulous day! I just wanted to follow up on our previous conversation about [Product/Service]. I can’t stop thinking about how much you would benefit from having [Product/Service] in your life. It’s like having a personal assistant but without the HR headaches.

I know it can be tough to make decisions sometimes, especially with all the different options out there. But with a free trial of [Product/Service], you don’t have to worry. I promise it will be the best decision you make all day (probably). You can spin up an account and start your first 30 days free here: [insert trial link]

If you have any questions or would like a walkthrough of the platform, let’s hop on a call and chat. I’m available [offer a few potential meeting times], but I’m also open to bribes in the form of coffee and donuts if those times don’t work for you.

Looking forward to hearing back from you soon!

Cheers,

[Your Name]

New customer welcome auto-reply

[Name], thank you for choosing [company] as your [service]. As a member of [company name], you’ll have access to exclusive deals, events, and content. More info: [link]

Opt-in response auto-reply

You’ve opted in to receive messages from [business name]. To stop receiving messages at any time, reply “STOP”. Standard message and data rates may apply.

Order status auto-reply

Get excited! Your order from [company name] is on its way! Order # [order number] should be arriving by [time] on [date].

Sales collateral follow-up email

Dear [Lead’s Name],

I hope this email finds you well. As promised, I wanted to follow up with you about [Product/Service]. I know you’re busy, so I’ll keep it short and sweet.

I wanted to share a success story from one of our clients in [Industry] who implemented [Product/Service] and saw some incredible results. They were facing [briefly describe the challenges they were facing], and were struggling to find a solution that would work for them. That’s where [Product/Service] came in.

After implementing [Product/Service], they saw [briefly describe the improvements they saw], and were able to [briefly describe the benefits they experienced]. It was truly a game-changer for their business.

I’ve attached the full case study if you’re interested in learning more. It goes into more detail about the challenges they were facing, how they implemented [Product/Service], and the specific results they saw. It’s a great way to get a deeper understanding of how [Product/Service] can work for your business.

Let me know if you have any questions at all. I’m here to help in any way I can.

Best wishes,

[Your Name]

Sales rep out of the office auto-reply

Thanks for your text. I am out of the office and will return on [date]. If you have an urgent concern, please reach out to [name] at [phone number].

Send a Sendoso eGift Card with a Kixie Call Outcome

Quickly send an eGift card via Sendoso based on a Kixie call outcome to say thanks to customers, colleagues, and prospects.

Send an Automated SMS After an Online Purchase

One effective way to enhance the customer experience is by sending automated thank you SMS messages when customers make a purchase. This automation will allow you to set up an automated thank you text message using Kixie, Zapier, and the Stripe billing platform.

Send Auto-SMS for Google Calendar Event Confirmation

This automation will send a text message to your client or lead, reminding them of an upcoming meeting. You can trigger this auto-SMS whenever someone books a time on your Google Calendar.

Setup a Group SMS Inbox For Faster Replies

Get to inbox zero faster with Kixie's group SMS tool. Create a Team SMS inbox, available to all of your customer service reps, so that incoming customer inquiries are resolved ASAP.

Short and sweet follow-up email

Hey [Lead’s Name],

Just wanted to drop you a quick note to remind you that [Product/Service] is still here, waiting to make it rain for your business. Let’s do this thing!

[Insert Meme, choose from options below or include your own]

“I don’t always buy [Product/Service], but when I do, it’s because it’s the best damn solution out there.” - The Most Interesting Man in the World
“Ain’t nobody got time for [competitor’s name]” - Sweet Brown
“When you realize [Product/Service] is the missing piece to your business puzzle” - Oprah Winfrey giving away cars Schedule a meeting with me here [insert hyperlink] to chat about pricing and other options!

Cheers,

[Your Name]

Thank you auto-reply

We hope you love your [product]! We appreciate your business and will get your order shipped ASAP. For updated tracking information, visit [website].

Trigger a Kixie phone call after an email sent with HubSpot is opened

It’s difficult to know exactly when your leads are thinking about your brand. This automation makes it easy to engage with your prospects when they are engaged. Just set it up to trigger a phone call from a sales rep when a prospect opens an email from your business.

Urgent follow-up call script

Hello [Name], this is [Your Name] calling from [Your Company]. I hope I’m not interrupting anything too important. I just wanted to touch base with you and see if there’s any chance you’re still interested in [Product/Service]. If not, no worries. But if you are, let’s chat and see if we can make this happen. I promise I won’t tell any bad jokes, unless you’re into that sort of thing.

We’ll get back to you soon: busy auto-reply

You’ve reached me during my busy hours. If you need an immediate reply, please reach out to [name] at [number] – you can text them, too!

We’ve received your message auto-reply

We got your message, [name]. Thanks for reaching out to [company name]. Someone will be available to respond to your inquiry in [estimated time].