Lead follow-up

The first reply shouldn’t be the last.

An unanswered estimate or half-finished enquiry needs an owner and a next action. Build a follow-up process that helps customers move forward without burying your team in reminders.

Find your plan Clear prices. Month-to-month.

Local business owner following up on customer enquiries

Less chasing. More covered.

A practical workflow

Built around what
happens next.

Define the questions, the action, and the person who takes over. Then test the process with your team.

Choose the opportunities worth a follow-up

Separate new leads, open estimates, appointment requests, and existing-job questions. A customer waiting for a price needs a different response from someone ready to pick a time.

Make every message useful

Ask whether the customer wants to book, has a question, or no longer needs help. Use the context already collected so the next message does not restart the conversation.

Set a clear stopping point

Agree on cadence, ownership, opt-out handling, and when to return the request to a person. Stop follow-up when the customer books, declines, or asks you to stop.

Clear from the start

What we confirm with you.

Follow-up sequences are included in Growth.
CRM access, available fields, and integration support are confirmed during setup.
Your team approves message content, contact permissions, and timing.

View plans and included features ↗

Built for your kind of business