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An answered enquiry isn’t a booked job.
You send the quote. Then the week goes feral. Three weeks later you find it and think about ringing, but it feels awkward now, so you do not. That job is gone and you never found out why. Leads live in four places — your phone, your inbox, a notebook in the ute, and your head. Nobody can tell you how many quotes are outstanding.
3 services in this category
What sits under Follow Up and Book
How it works
The workflow, step by step
A quote goes out and goes quiet. The follow-up sequence starts on its own.
Messages go out on day 2, day 5 and day 12. Each one is in your words, not a template.
The second they reply, the sequence stops and you are told.
If there is no response after the final message, the lead is marked cold so you stop wondering.
Made-up example. The real one gets built around your business.
Where you step in
When they reply, it comes to you to close. For appointments, the booking system handles confirmations and reminders — you step in only for rescheduling and anything custom.
What it connects to
Software it works with
Stated honestly: native means the software exposes a proper connection we use directly. Via Make or Zapier means we build the connection through an automation layer. Via API means a custom connection. Via link means we point at it.
What this does NOT do
- A CRM nobody updates is worse than a spreadsheet. If nobody is going to touch it, do not buy it.
- Follow-up will not rescue a quote that was too expensive. It gets you the reason, not the job.
- We will not quote you a percentage reduction in no-shows. Reminder sequences help; how much depends on your customers and your timing.
- Too many follow-up messages damages your reputation. We will push back if you want more than the sequence supports.
Is this the right starting point?
If enquiries come in but quotes go quiet, start here.
If that does not sound like you, here is where might:
Winning work but never hearing from those customers again? Retain & Grow