What does a follow-up system include?
Follow-up is not one email. It is a set of agreed standards and supporting tools that cover each stage after someone contacts you: the first response, the period while they are comparing options, the time after a quote or proposal, and the long tail of people who were not ready yet.
We build these systems in the tools you already use where possible, such as your CRM, email platform, phone system or scheduling software, and add automation only where it removes manual work.
- Written response standards for each lead source and channel
- Instant acknowledgment by email or text when a lead comes in
- Nurture and reminder sequences for quotes, proposals and appointments
- Task assignment and alerts so every lead has an owner
- Stalled-opportunity views that surface deals with no recent activity
- Reporting on response time, contact rate and conversion by source