Will customers feel pestered?

Sequences are deliberately spaced and capped, every message offers an easy opt-out, and everything stops on the first reply. The tone is a reminder, not a sales push.

Can I write the messages myself?

Yes. Templates are provided as a starting point and you can rewrite any of them. Most businesses adjust the wording during onboarding.

Does it know when a customer replies by phone?

If the lead status is updated — manually or by a booking — the sequence stops. Calls handled by the AI receptionist update the lead automatically.

Automation solution

Customer Follow-Up Automation

Quotes chased, enquiries revived and past customers reminded — automatically.

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Example workflow

1Quote sent to customer
2No response after 48 hours
3Polite email follow-up sent
4Still no response after 5 days
5SMS nudge sent
6Owner alerted for a personal call
7Sequence ends on reply, booking or opt-out

The problem

The follow-up nobody has time for

Most quotes are not rejected. They are forgotten — by the customer, and then by the business that sent them.

Follow-up automation makes the second, third and fourth contact happen reliably, politely and without you having to remember a single name.

Following up feels awkward and takes time you do not have, so it slips. The result is a quote pipeline full of work that was nearly won and quietly went elsewhere.

Quotes sent and never chased
Enquiries that went quiet and were written off
Past customers who forgot you exist
Inconsistent chasing depending on how busy the week was
No record of what was already sent

The solution

Sequences that behave like a diligent colleague

Each lead type gets a sequence: how many touches, how far apart, and on which channel. Messages are written in your tone, reference the actual job, and always give the customer an easy way to respond.

The moment a customer replies, books or opts out, the sequence stops. Nobody ever receives a chaser for a job they already booked.

How the automation works

Step 1
Trigger
A sequence starts when a quote is sent, an enquiry goes unanswered, or a job is completed.
Step 2
Space the touches
Typically day 2, day 5 and day 12 for quotes — adjustable per service and per plan.
Step 3
Mix channels
Email for detail, SMS for immediacy, alerts to you when a lead is worth a personal call.
Step 4
Stop cleanly
Replies, bookings and opt-outs end the sequence immediately and update the lead status.

Benefits

What changes in your week

Win work you already paid for

These are leads your marketing has already delivered — following up costs nothing extra.

Never awkward

Consistent, low-pressure messaging beats an apologetic call three weeks late.

Reactivate old customers

Annual service, inspection and maintenance reminders bring dormant customers back.

Complete visibility

Every touch is logged against the lead so you know exactly where a conversation stands.

Included features

Quote-chase sequences
Dormant lead reactivation
Post-job check-in messages
Annual service reminders
Reply detection and automatic stop
Per-service sequence templates
Opt-out handling

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FAQ

Frequently asked questions

Common questions about customer follow-up automation.

Keep reading

Explore related automation

Automation rarely works in isolation. These pages cover the parts of the system that connect to this one.

Automate customer follow-up automation in your business

Tell us how your business works today and we will configure the automation around it.

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