Chasing quotes and checking in after a job | AIssie

Chasing quotes and checking in after a jobAutomatic follow-ups by text, email or a call from your assistant.Two follow-ups are built in: chasing a customer who was given a price and did not book, and checking in after a job is done. Both can go out as a text, an email, or an actual phone call from your assistant.How to do it

Open Leads › Follow-up Messages.

Turn on the follow-up you want and choose how it is sent.

Set how long to wait, and the hours it may be sent in. Nobody wants a follow-up call at 8pm on a Sunday. The window is per channel.

Write the message. The preview shows what will be sent.

An outbound call is a real, billable call and uses your voice minutes.A customer who has replied STOP to any of your texts is skipped automatically and permanently.Where this is in your dashboard

Open Leads

Frequently asked questionsWill it chase somebody twice?No. Each follow-up is sent once, and is cancelled if they book in the meantime.Can I follow up manually instead?Yes — Outbound Calls lets you upload a list and have your assistant ring them. Those are real calls; review the list first.Related

booking messages

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