Automatic Follow-Ups
Followed upfor you.
When a lead comes in or a quote goes out, the system sends timed, friendly follow-ups in your own words, and stops the moment the customer replies or the job is won or lost.
Quote follow-up
- Quote sentPatio cover · $9,650Sent Mon 4:10 PM
- Friendly check-inAny questions about the quote?Scheduled Wed 10:00 AM
- Second nudgeStill happy to hold Thursday installsScheduled Sat 10:00 AM
- Last check-inClosing the loopScheduled Next Tue
Laura Bennett
Text messages
Hi Laura, here's your quote for the 12 × 20 patio cover: $9,650. Happy to answer anything.
What's included
Persistent.Never pushy.
Most jobs are lost to silence, not to a competitor. Consistent, polite follow-ups win the ones that would have gone cold.
Timed to you
You choose when each follow-up goes out.
In your words
Messages written to sound like you, not a robot.
Stops on its own
The moment they reply, or the job is won or lost.
Reminders for you
A nudge when a lead is waiting on you.
How it works
Three steps.We do the work.
A quote goes out
Or a new lead arrives and hasn't booked yet.
Follow-ups send on time
A friendly check-in, then another a few days later.
They stop when it's done
Reply, won or lost: the follow-ups stop on their own.
Questions
Automatic Follow-Ups,answered.
Straight answers. If yours isn't here, book a call.
Follow-ups are spaced out, written in your voice and stop as soon as the customer replies.
Yes. We write them with you, and you can change the wording and timing whenever you like.
Automatic follow-ups are part of the Pro plan.
More tools
Everything elsein the system.
Every tool shares one customer record, so nothing falls between apps.
Your next customer issearching right now.
Let's make sure they find you, and that you never miss them.