Modules › Follow-ups

module · running for one client

The follow-up you meant to send

Tell your Manager what should happen after an enquiry, a won job or a booking. It writes the emails and texts, reads the plan back to you in plain sentences, and holds every message for your tap until you let them go on their own.

Ask us·quoted with you, and switched on only with your yes

The Automations page on a phone: Follow up an enquiry, marked Waits for you, never more than 3 a week, 1 message to approve with a Review button, then the line from New enquiry to an email checking how they went
Follow up an enquiry, on Evalbrook Electrical, our test business. Its clock runs fast for testing, so the usual two-day wait shows as 3 minutes.
waiting for you

Nothing goes out until you tap Send

Each message lands in your Outbox first, written and addressed. Send it, change the words, or skip it.

When a sequence has earned your trust, switch it to send on its own. Pause it whenever you like.

The Follow-ups page: a message to Sam, How did you go with Evalbrook Electrical?, with Send, Edit and Skip
A message written, addressed and waiting, on our test business.
what goes out

Your plan, read back in sentences

Say it the way you would to a new staff member: "two days after an enquiry, email to see how they went". Your Manager sets it up and reads it back, so you know exactly what will happen and when.

The Automations page shows each one as a line: how many people started, what is waiting on you, and why people left.

Follow up an enquiry, marked Ask me: when a new enquiry comes in, after 3 minutes, an email checking how they went. It stops if you quote them, win the job, mark it lost, they opt out or reply. Every message waits in your Outbox until you tap Send.
The plan read back, on our test business. Its clock runs fast, so two days reads as 3 minutes.
the rules it keeps

Keen, never pushy

Starts onA new enquiry, a job you mark won, or a booking.
Each stepAn email or a text in your words, with your customer's name filled in. A step can wait until they have opened or clicked the one before.
Stops whenThey reply, book or opt out, or you quote, win or lose the job.
At mostThree messages a week to any one person, unless you set fewer.
TextsOnly between 8am and 8pm in your customer's time.
Your yesNothing reaches a customer until you switch it on.
An email step in an automation: 35 sent, 22 opened, 6 clicked, 5 replied, and under it why people left: 5 booked, 4 replied, 1 quoted
Why people left one automation, on another of our test businesses.
if you sell online

Order emails send themselves

With a shop on your site, the order emails need no setting up.

To you"New order", with the posting address on it.
To your buyerA confirmation beside Stripe's receipt. A tax invoice PDF too, if you want one, once we set up your business details.
When it shipsOne email with the carrier's tracking link.
not built yet

What it does not send yet

  • Not yetAbandoned cart emailsA buyer who leaves a cart or a checkout half done hears nothing from us.
  • Not yetBack in stock emailsNobody is told when a sold-out product returns.
  • Not yetNewsletters and broadcastsOne message to your whole list is not something it does.

None of the three is built.

honestly
running for one client

Where this actually is today

One client runs follow-ups now, with every message held for their tap. Our test business runs the same sequences every week.

It is quoted with you and switched on only with your yes, because it writes to your customers in your name.

Tell us what should happen next

After an enquiry, a won job or a booking: say what you would send if you had the time, and we will show you how it runs.

Talk to us about follow-ups