Safebound Moving: AI Appointment Setter + Paid Advertising

We built and run the full lead-to-booking system for Florida's #1 moving company — an AI voice & SMS agent that qualifies every lead in seconds, paired with a Meta ad engine that keeps the pipeline full.

AI Voice & SMS Bots CRM Automation Meta Lead Generation Appointment Setting

D1TECHCREATIVE AI WORKFLOWS

1. New Lead / AI Call & SMS

34,930Live

2. AI SMS Late-Hours Workflow

32,823Live

3. Appointment Booked → CRM

4,178Live

1.1 Aged Data Reactivation

3,326Live

34.9K+

Leads run through the AI agent

Automated workflows in production

24/7

AI call & SMS coverage, nights included

75K+

Families moved by Safebound nationwide

Overview

A moving company that gets thousands of leads a month — and needed to never lose one

Safebound runs local, long-distance, and cross-country moves out of South Florida with a fleet of 75,000+ completed moves. The volume of leads coming in from ads, referrals, and aggregator sites was outpacing what a human sales team could call and qualify in real time — especially after hours.

The Challenge

High lead volume from paid ads and aggregators with no instant follow-up
Leads going cold overnight and on weekends with no after-hours coverage
No system to separate serious movers from low-intent form fills
Sales reps spending time dialing instead of closing booked appointments

The Solution We Built

AI voice & SMS agent that calls and texts every new lead within seconds
Always-on coverage with a dedicated late-hours workflow for nights/weekends
Automatic qualification, tagging, and routing inside the CRM pipeline
Meta ad campaigns engineered to feed the AI system qualified, ready-to-move traffic

How It Works

From form fill to booked appointment — fully automated

Every lead, regardless of source, moves through the same engineered path. No lead sits untouched.

Lead Comes In

Meta ad, website form, or aggregator site triggers the CRM instantly

AI Calls & Texts

Voice agent calls within seconds; SMS follow-up if no answer

Qualifies & Tags

Move size, timeline, and intent captured and logged automatically

Appointment Booked

Hot lead routed to the right rep with instant team notification

1. New Lead / AI Call & SMS Workflow — Builder

Main New Lead AI Call and SMS automation builder showing the full branching logic for first-response, retries, and conditions

Live build — the actual automation handling 34,930 leads

AI Voice & SMS Bots

An appointment setter that never clocks out

We deployed a dedicated AI calling and texting agent inside Safebound's CRM that handles the exact job a live intake rep would — without the gaps in coverage.

Instant first response
New leads are called and texted within seconds of submitting a quote request, before they can shop a competitor.
Dedicated late-hours workflow
A separate automation takes over nights and weekends so after-hours leads still get an immediate AI response.
Aged-data reactivation
A standalone workflow re-engages older leads that never converted, turning dormant data back into live opportunities.
Auto-tagging & routing
Once a lead is qualified, the system tags intent, books the appointment, and notifies the right team member automatically.

AI SMS Follow-up — Live Conversation

Hi! This is Safebound Moving — saw you requested a quote for a 2-bedroom move. What city are you moving to?

Moving from West Palm Beach to Charlotte, NC. Looking at next month.

Got it! Long-distance move, one month out. I can get you on a call with our move specialist today — does morning or afternoon work better?

Afternoon works.

Appointment booked — routed to sales team

The Stack Behind It

Built on tools that scale with lead volume

GoHighLevel CRM

Central system running every workflow, pipeline, and contact record

AI Voice & SMS Agent

Handles first contact, qualification, and appointment booking

Meta Ads Manager

Facebook & Instagram lead campaigns feeding the funnel

Webhooks & Triggers

Real-time sync between ad platforms, calls, and the CRM pipeline

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