Follow Up and Book
Quotes that get chased without you chasing them.
The follow-up runs on its own until they book, say no, or go properly cold.
The quote that went quiet
“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 don’t. That job’s gone and you never found out why.”
If that sounds familiar, this is the system that fixes it. Here is exactly how it works.
What is included
What you get
How it works
The workflow, step by step
You mark the lead as Quoted in the CRM
Day 2: a gentle check-in — any questions?
Day 5: anything I can clarify? Day 12: last one from me
When they reply, the sequence stops and you pick up the conversation yourself
No response → marked cold, you are told so you stop wondering
Example in practice
Made-up example. The real one gets built around your business.
What follow-up can’t rescue
- Won’t rescue a quote that was too expensive. It gets you the reason, not the job.
- Follow-up messages must respect consent and opt-out rules you approve.
- Too many messages damages your reputation. We’ll push back if you want more than the sequence supports.
What it connects to
Software it works with
Stated honestly: native means we connect directly. Via Make or Zapier means an automation layer sits between. Via API means a custom connection. We will never claim a native integration that has not been built.
Pricing
Sequence build $290 one-off. Managed service $79/month. Deliberately cheap and deliberately paired — this is the natural attach to a website or missed-call sale, and the ROI story is the easiest in the catalogue.
What changes the quote
- Number of follow-up sequences
- SMS vs email vs both
- Monthly message volume
- CRM integration complexity
All prices in AUD, excluding GST. SMS, ad spend and third-party software are charged at cost and confirmed in writing before any work begins.
FAQ
Questions about Automated Lead Follow-Up
How many messages is reasonable?
What if they reply halfway through?
SMS or email?
Can it handle quotes and enquiries differently?
What if my quotes are already falling flat?
What goes with this
What usually goes with this
This sits on top of the CRM. One holds the leads, the other chases them. Booking and reactivation close the loop — follow-up gets them to book, reactivation brings back the ones who slipped through.
CRM & Lead-Pipeline Automation
Every enquiry from every channel in one place, with an obvious next action on each one.
ExploreOnline Booking, Reminders & No-Show Automation
Customers book themselves, get reminded, and confirm with one tap, and the ones who can’t make it tell you in advance instead of not showing.
ExploreCustomer Reactivation, Upselling & Loyalty Automation
A one-off campaign to people who’ve bought before, plus automation that keeps them coming back.
ExploreReview Generation & Reputation Management
Automatic review requests after the job, responses handled, and everything in one place instead of four platforms — set and forget, with alerts on anything negative.
ExploreReady to fix this?
Tell me about your setup and I’ll tell you whether Automated Lead Follow-Up is the right first move.