Follow-up automation
Most lost jobs aren’t lost to a competitor. They’re lost to silence: a quote sent and never chased, a callback that slipped. Follow-up automation keeps the conversation going for you, politely, until there’s an answer.
Where follow-up helps most
- New inquiries that went quiet
- A short check-in if someone asked about a job but didn’t book.
- Quotes and estimates
- A reminder that the quote is ready, and a final note before it expires.
- Missed appointments
- An easy way to reschedule instead of a no-show nobody follows up.
- Seasonal and maintenance reminders
- For customers who asked to hear from you, a reminder when service is due.
Rules every sequence follows
- It stops immediately when the customer replies, books, or asks you to stop.
- Messages are spaced out, sent at sensible hours in the customer’s time zone, and capped per day.
- Every email carries an unsubscribe link and your business address; every text honors STOP.
- Texts go only to people who agreed to receive them. Cold outreach is never sent by text.
- You approve every message before a sequence goes live, and can pause it with one switch.
Your team stays in charge
Automated follow-up handles the reminders people forget, not the conversations that need a human. When a customer replies, the thread goes to your team with the history attached, and the automation steps aside.
Each sequence is set up from your real situations, such as quotes, no-shows and seasonal service, rather than generic templates, and you can see who is in which sequence at any time.
Common questions
Won’t customers find it annoying?
Follow-up is short, spaced out, and stops the moment they respond. Most people appreciate a reminder about something they asked for. Anyone can opt out with one click or reply.
Can follow-up go out by text?
Yes, to customers who agreed to receive texts from you, for example by ticking a box on your form. Text is never used for cold outreach.
Can I write my own messages?
Yes. We’ll draft them with you, but you can edit any message at any time.
Related
Instant lead response
Website forms, email inquiries and texts get a prompt, personal reply at any hour, and every lead lands in one list with its status.
Online booking and reminders
Let customers book a time that fits your real calendar, with automatic confirmations and reminders that cut down on back-and-forth.
Review requests
A short, well-timed request for an honest review after each finished job, sent only to customers who agreed to hear from you.
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