Reliable lifecycle automation for service operations
Automate every customer touchpoint from lead to repeat business—driving conversion, retention, and revenue across the lifecycle.
Outcomes
Automation built to drive conversion, not just campaigns
Journey Builder doesn't just send messages—it orchestrates behavior-driven engagement across the lifecycle so customers convert faster and teams stay focused.
Increase response rates with best-practice outreach
Best-practice outreach drives higher engagement without adding headcount. AI handles the influx so your team stays focused.
Boost conversion by reaching customers at the right time
Reach customers at the right moment in their lifecycle—without the over-messaging that kills conversion.
Save time with automation that handles complexity for you
Customers get personalized outreach exactly when they need it—based on rules, not batch schedules—without you manually tracking every touchpoint.
Scale what's working with performance visibility and control
Build campaigns independently and see what drives results—enabling you to scale proven strategies without engineering dependencies.
Memberships are complicated. Hatch campaigns communicate with each other rather than collide, so customers aren't bombarded.
- Adrianne Gosselin, Director of Marketing
FEATURES
Built to orchestrate the entire customer lifecycle
Real automation isn't just scheduled messages. These features ensure customers receive the right outreach at the right moment across every stage and channel.
Increase responses
Best-practice multi-channel campaign sequencing
Coordinates voice, SMS, and email in multi-day sequences that keep you top-of-mind across channels.
- Multi-channel, multi-day campaigns
- CRM and Knowledge Engine personalization
- AI handles inbound replies on preferred channel
- After-hours scheduling logic
Boost conversion
Lifecycle targeting and campaign coordination
Targeting rules and exit triggers ensure customers progress through stages naturally—no duplicates, no fatigue.
- CRM-based audience targeting
- Behavior-triggered progression
- Lifecycle stage progression
- Removal rules and exit triggers
Save time
Real-time workflow enrollment and progression
Customers enroll automatically when conditions are met—no manual triggers or batch uploads required.
- Real-time workflow enrollment
- Automatic status-based updates
- Bi-directional CRM sync (15-min)
- Same-day campaign launch
Scale operations
Self-service journey building and performance analytics
Visual builders and performance dashboards give teams full control—no technical skills required.
- Visual journey builder interface
- CDP integration and data sync
- Campaign audit trail
- Campaign performance analytics
Journey Builder in action
Journey Builder pairs with the rest of Hatch's capabilities to create these solutions.
How Hatch compares
AI Competitors
Why PE and enterprise teams trust Hatch
Clone journeys across brands and locations
Maintain consistency while customizing details for each brand or location.
Best-practice templates you can customize
Industry-specific lifecycle templates you can tailor to your team and brand.
Operational rigor that scales with your business
Clear enrollment rules and centralized campaign management across locations.
Join the service brands accelerating revenue with AI
AI is redefining how service teams work. Here’s how top brands are shifting to faster, smarter, revenue-driving conversations.
Just over the last month, we booked 123 leads that we otherwise would not have answered with Hatch AI. That's real revenue on the board.
- Rich Jordan, CEO
We've nearly tripled our conversion rate on after-hours and overflow calls in just a matter of months.
- Reyn Rogers, Director of Strategic Growth
We grew over 30% last year and we didn't add any people to do all that work.
- Jason Dowdy, COO
Our Voice AI is asking the questions that we don't, and we're closing deals from it.
- Rowdy Boling, VP of Sales & Marketing
There's inflection, there's empathy. Denise asks the right questions to get to the real problem and we didn't even prompt her to.
- Adrianne Gosselin, Director of Marketing
Our CSRs aren't chasing leads anymore. The AI does all of that so they can focus on the ones ready to buy.
- Kelly Mesaris, VP of Operations
Hatch has been vital in our ability to grow as a company. It's not just helped us scale, but uncovered opportunities we would have missed.
- Stephanie Bradley, Marketing Director
Last year, out of the rehash follow-up team, we closed over $7 million worth of business.
- Matt Tyner, CMO
We have about $70 million in the last 12 months that has passed through Hatch.
- Bri Skiffington, Founder & CEO
80% campaign response rates
75% faster sale cycles
10% higher close rate from pre-sale campaigns
*These metrics are self-reported case study results voluntarily provided by customers. They are not intended to guarantee or promise any same or similar result.
FAQs
How does customer journey automation follow up over days or weeks?
Journey Builder is the customer journey automation engine in Hatch, running multi-day campaigns across voice, text, and email. A lead who doesn't reply gets sequenced follow-up on the schedule you set, and AI CSRs pick the conversation up whenever the reply lands, even a week later. G.L. Hunt reports a 40% higher booking rate.
Does customer journey automation stop once a customer books a job?
Yes. Removal rules pull a contact out of a campaign the moment something changes in your CRM such as an appointment booked, a status updated, and behaviour-triggered progression moves everyone else forward on what they actually did. Customer journey automation that can't stop itself annoys the customers you just won, so Hatch stops it on the booking.
Which automated lead follow-up campaigns work for unsold estimates?
Estimate Follow-up, one of seven prebuilt journeys in Hatch's Journey Builder. It runs off live CRM data rather than a static list, so a quote that's gone quiet keeps getting worked across text, email, and calls, and pairs with Lead Nurture for prospects still deciding. You can also build fully custom automated lead follow-up campaigns with your own pricing, branding, and messaging.
Can multi-channel campaign automation run without list uploads?
Yes, because contacts enroll themselves. When someone matches a campaign's audience rules, Journey Builder launches them in real time from your CRM and status changes move them along. Multi-channel campaign automation that depends on a weekly spreadsheet pull is out of date by Tuesday; this one runs on live data instead.
How does Hatch's customer lifecycle automation help me assess how my business is doing?
Customer lifecycle automation gives you a full picture of what's going on under the hood of your business and how you can increase ROI. For example, Hatch's Journey Builder reports on every campaign and Command Center traces appointments, sales, and revenue back to the conversation that produced them. Hatch reports 80% campaign response rates, 75% faster sales cycles, and a 10% higher close rate from pre-sale campaigns.
Why does customer journey automation beat manual follow-up at scale?
A person can chase thirty leads a day on a good day. Customer journey automation runs every sequence at once across voice, text, and email 24/7. This gives time back to your team, standardizes your communication and processes, and makes sure leads don't slip through the cracks. Now you can sleep at night knowing every potential lead was followed up on.
Still have questions?
