"We send the quote, then we never hear back." Following up with a client takes two minutes, but when the team is busy, those two minutes never come. Quotes go unanswered, appointments are forgotten, and regular customers drift away without anyone noticing.
Unlike our other services, which mostly cut your costs, this one helps you win more business: every follow-up sent at the right moment is one more chance to close a sale or keep a client.
This service is for businesses that send quotes, book appointments or serve repeat customers, and know that some of those opportunities slip away for lack of follow-up.
Follow-ups rely on data you already have: Salesforce or another CRM for quotes and clients, QuickBooks for payments, your email for sending. Zapier or Power Automate orchestrate the whole flow. For late payments, see our page on QuickBooks invoicing and payment reminders.
We build consent and unsubscribe options into your follow-ups, in line with Canada's Anti-Spam Legislation (CASL).
The free efficiency analysis shows where you are losing opportunities. We can start with quote follow-ups, then add reminders and the other follow-ups, one at a time.
No. You decide the frequency and timing, and follow-ups stop as soon as the client replies or places an order.
They are written with you, in your tone, and can be personalized with the client's name and the details of their request.
No. Follow-ups can start from your accounting software, an Excel file or your email. If you have a CRM, we build on it.
Yes. Payment reminders are tied to your invoicing: see our page on QuickBooks invoice automation.
Yes. A review request can go out after a delivery or a completed project, ideally to satisfied clients, with a direct link to the platform of your choice.
This automation is often step one. See how we automate an entire operation.
A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment.
Request my free analysis