Tez I Solutions
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How it works

Rank, reach, record. One loop.

Reactivation runs as a loop: rank the old list, reach out with messages you approve, and record what happens in your CRM so the next list is ranked better. Each step has its own page if you want the detail.

Book a callHow ranking works

01The loop

Three steps, and the middle one is yours.

  1. 01Rank

    Every old lead, ranked by how likely they are to book

    We read your CRM, pin down what every status means, remove anyone who should never be contacted, and score the rest on four factors. Each score comes with its reason, in one sentence.

    • Intent, opening, reachability and fit
    • Built from your own rep notes
    • No black box
    How ranking works
    [Lead A]0.81
    • Intent
    • Opening
    • Reachability
    • Fit

    WhyAsked for a re-roof quote last fall and said “after winter.” Winter's over.

    Illustration — not real client data

  2. 02Reach

    A message for each lead, approved by a person

    We draft for that lead — SMS, email, DM, or a call brief for your rep — and work the list from the top. Nothing goes out until someone on your side approves, edits or skips it.

    • Consent and Do Not Call checked first
    • You approve in batches
    • Opt-outs are final
    How approval works
    Today's drafts3 waiting
    • [Lead A]SMSApproved
    • [Lead B]Call briefApproved
    • [Lead C]EmailSkipped

    You approved 2 · skipped 1

    Illustration — not real client data

  3. 03Record

    Your CRM keeps the score, and the scoring gets sharper

    Bookings land in your calendar and your CRM records every conversion, so the results are yours to check. Each outcome feeds back into the scoring, so the next list is ranked better than the last.

    • Results in your CRM, not our dashboard
    • A short note every week
    • Scoring refit on your real outcomes
    How results are recorded
    [Lead A]Your CRM
    1. Reactivated
    2. Replied
    3. Booked
    4. Won

    Outcome logged. The scoring learns from it.Refit after ~300 outcomes

    Illustration — not real client data

02Lead reactivation, step by step

From a free session to a worked list.

  1. 01

    A free first session

    We learn how your business runs, where the old leads sit and what's been tried. You get a plain answer on whether we can help.

    You + Tez · Free
    • A straight answer on fit
    • No data needed up front
  2. 02

    Read and clean the list

    We read your CRM, pin down what every status label actually means, remove anyone who should never be contacted, and fill in what's missing.

    Tez
    • A cleaned, enriched list
    • A do-not-contact list
  3. 03

    Score and rank

    Each lead gets a likelihood to book from a transparent model built on your own rep notes and status definitions. Once roughly 300 real outcomes are logged, it's refit to your results.

    Tez
    • The list, highest first
    • The reason behind every score
  4. 04

    You approve every message

    We draft each message for that lead — SMS, email, DM, or a call brief for your rep. Nothing goes out until a person on your side approves, edits or skips it.

    You approve
    • Drafts in batches
    • Approve, edit or skip
  5. 05

    Work the list from the top

    The best chances go first. Bookings land in your calendar, and your CRM records every conversion — so the results are yours to check, not ours to report.

    Tez · Your CRM
    • Booked appointments
    • Results recorded in your CRM

03AI services, step by step

From a free session to a standing engineer.

  1. 01

    A free first session

    Which AI tools you pay for, who uses them, what's working and what's stuck. You leave with a plain answer on where the time is going.

    You + Tez · Free
    • A straight answer on fit
    • No logins needed up front
  2. 02

    Audit what you already have

    Every seat, subscription and AI feature you pay for, mapped against the work your team actually does. Duplicates and dead seats come out.

    Tez
    • A map of tools and seats
    • What to keep, connect or cut
  3. 03

    Connect and build

    Your tools wired into your CRM, inbox, calendar and files, and the repeat jobs built as workflows — documented as we go.

    Tez
    • Working workflows
    • Documentation you keep
  4. 04

    Train your team

    Hands-on sessions on the tools they'll use, with your processes and brand voice already set up inside them.

    Your team
    • Trained people, not a login
    • Your voice in every draft
  5. 05

    Stay on it

    A standing AI engineer on retainer: new workflows, fixes when vendors change things, and a monthly review of what to build next.

    Tez · Monthly
    • One point of contact
    • A monthly review

04Next step

If this sounds like you, let's talk.

The first session is free and takes 30 minutes.

  • 30 minutes
  • Free
  • No data needed up front
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