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Use Cases


Are you advertising on Facebook but too busy to reply to new lead messages? You are losing business.

Facebook Ads can be a great tool to show off your products and services to a large audience. All those eye balls on your ads are useless if you do not have someone to hand-hold your inbound leads and qualify them.

Our gutter cleaning client had a problem – The owner would reply to leads quickly for a few days and win work for the next week. Then he would have to do the work and wouldn’t be able to reply to new leads. The work would dry up and the cycle would repeat itself.

We came in and took over the replying of the leads. We asked the business’s service areas, what services they can offer, and where they wanted the leads routed. We also created an FAQ based off of their company website.

We had the Facebook integration set up and operators trained in 24 hours.

After 1 week, the owner was so thrilled we went one step further and began to book new appointments directly on to his sales calendar.

This allowed the client to have a full jobs pipeline by increasing their qualified appointments from Facebook Ads by 2.4 times.


Yelp is Southern California’s predominant search engine for home services. It can generate many qualified leads for businesses on the platform, especially if they have a built out profile and good reviews. Many businesses see the high quality leads and will advertise on Yelp. 

The problem with Yelp leads is that they are only on the app or website for a brief moment. If you do not reply to their inquiry while they are still in the app or on the website, chances are you have lost that lead and wasted your advertising budget.

Use Approachment to qualify and capture that lead’s contact information within minutes. You will stand out from your competitors with your attentive service and be ready to close the lead.

This is the same solution for many platforms like Angie’s, Homeadvisor etc. Our integrations are always growing and we will love to chat to your about your integration need.


If you are a small team, you are likely wearing many hats and answering the phone is one of them. But what currently happens when you are on a sales meeting or appointment and you can’t answer the phone? 

With approachment, you can have a dedicated SMS number for your clients to text, either put this on your website or in your voicemail and our team will reply to your inbound leads 24/7 when you can’t answer the call. No more worrying about missed business!

Our team can engage with your lead, book an appointment for you, or if it is an existing customer, create a customer support ticket for them.