Automation / Follow up

Nobody goes cold because someone forgot.

Quotes go out, appointments get booked, and anyone who goes quiet keeps hearing from you until they answer or close. This is where most of the lost revenue actually sits.

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What it handles.

Quotes

Quotes get drafted and sent from your own pricing, straight away.

Booking

Appointment times go out while the customer is still interested, not days later.

Follow-up that keeps going

Anyone who does not reply gets followed up on a schedule until they answer or the job closes.

Your CRM stays current

Stages and notes update themselves as things happen, so the pipeline is never stale.

How it works.

  1. 01
    The next step goes out

    Once an enquiry is qualified, the customer gets a quote, a booking link or the next question, while they are still interested.

  2. 02
    Silence triggers a follow-up

    If they do not reply, a follow-up goes out on a schedule you agree with us, by text or email, in your business name.

  3. 03
    It stops when they answer

    The moment they reply, book or say no, the sequence stops and the conversation is handed to you.

  4. 04
    Your pipeline updates itself

    Every stage change and note is recorded in your CRM, so you can see what is open, what is booked and what was lost.

Is this you?

  • Quotes go out and you never hear back.
  • Following up depends on someone remembering to do it.
  • Booking takes several back-and-forth messages.
  • Your CRM is always a few days behind reality.

Common questions.

How many times does it follow up?

As many times as makes sense for your business, and no more. We agree the timing and number of messages with you up front. It is normally a handful of messages spread over days or weeks, and it always stops as soon as the customer replies.

Will customers find automated follow-up annoying?

Not when it is done properly. Messages are spaced out, written in your voice, and stop the moment someone responds or asks you to stop. Most people appreciate the reminder, because they meant to get back to you and did not.

Can it send quotes automatically?

Yes, where your pricing allows it. Standard jobs can be quoted straight from your price list. Jobs that need a site visit or a custom price get a booking link instead, so the next step still happens straight away.

Which CRMs and booking tools does it work with?

Most of the common ones, plus Google Calendar and Calendly for booking. If you do not have a CRM yet, we can set up a simple one as part of the work. Tell us what you use on the call and we will confirm it.

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