Six moves that take routine follow-up off your plate. Each is set up on the tools you already use, in your wording.
A prompt acknowledgment goes out in your words, asks a couple of useful questions, and offers a time to talk. You are alerted right away if it looks like a larger job.
Control: You approve the first reply, once, before launch.
Friendly check-ins on day 2, 5 and 10, plus a list of who has gone quiet. A customer’s reply pauses that quote’s sequence and alerts you.
Control: You approve each message until you trust the wording.
A polite reminder, then a firmer one, each with a way to pay. You hear about it at two weeks, and the sequence stops once payment is received.
Control: You approve the tone and decide on any call.
Make it easy for customers to share honest feedback after a completed job or visit, with a consistent request process and a clear route for your team to respond.
Control: You approve who gets asked and the wording.
A text within a minute asking what’s going on and offering a callback time, logged as a lead so no call is lost. A reply pauses the text and alerts the right person.
Control: You approve the wording and the hours it runs.
One short message: new inquiries, quotes waiting, money overdue, and the one thing to do first. It goes only to you.
Control: Nothing to approve; it never contacts a customer.
Before anything goes live, we write down what each workflow may do on its own, what waits for you, and what it never does. Every message and approval is logged, and you can pause everything at once. Where a customer replies, the relevant follow-up sequence pauses and the right person is alerted.