The follow-up you'd do if you had the time. Done every time.
New lead didn't book? Estimate went quiet? Customer hasn't been back in a year? Sequences of texts and emails, written in your voice, go out on the schedule you'd choose — and stop the moment the person replies or books.
They say they'll think about it. Card sits in Quoted.
“Any questions on the estimate? Happy to walk through it.”
Reviews, a photo of similar work, the booking link.
Stays top of mindSequence stops. Card moves to Booked. You get a notification.
Job you'd have written offWhy this matters for a business like yours
Most businesses follow up once, if at all. The jobs are in the second, third and fourth touch — and nobody has time for those. A sequence is that follow-up written once, in your words, and sent every time the situation happens: a lead that didn't book, a quote that went quiet, a no-show, a customer who's due for service.
Sequences are polite by design. They stop the moment the person replies, books or pays, so nobody gets a 'just checking in' after they've already said yes. Alongside the automatic sequences, you can send one-off campaigns — a seasonal offer, a holiday note, a new service — to your whole list or a segment of it, by text, email or both.
Email & Text Follow-Up, in full
- ✓New lead sequence — if they don't book in an hour, they hear from you — and again tomorrow.
- ✓Estimate follow-up — a gentle series until the quote is approved or declined.
- ✓No-show recovery — a text with a rebooking link the moment an appointment is missed.
- ✓Reactivation — customers who haven't been back in 6 or 12 months get a reason to call.
- ✓Seasonal & maintenance reminders — tune-ups, cleanings, annual services — timed from the last job.
- ✓One-off campaigns — text or email blasts to your list or a segment.
- ✓Stops when they respond — a reply, booking or payment ends the sequence automatically.
- ✓Written in your voice — we draft every message from how you actually talk; you approve before it's live.
From discovery call to live
Tell us when you'd follow up
'If a quote's been out three days I'd text.' 'Six months after a service I'd remind them.' Those rules become the sequences.
We write the messages
Short, plain, in your voice. You read them on the onboarding call and change anything you like.
They run in the background
You'll notice the effect in the pipeline: fewer cards stuck in Quoted, more old customers calling back.
What it looks like in three businesses
Every customer gets a text the spring after their last service: 'Time for your AC tune-up — tap to book.' A quarter of them do.
Filler clients get a reminder at the 5-month mark. Consults that didn't book get three touches over two weeks.
Overdue recall list gets a text and an email with a booking link, in batches, every Monday.
Straight answers about Email & Text Follow-Up
Will customers get annoyed?
Sequences are short — two to four messages, spaced days apart, and they stop the moment someone replies. Written well, people thank you for the reminder.
Do I need permission to text customers?
Yes, and it's normal to have it — customers who've done business with you or filled out your form. We set up opt-out handling and compliant number registration for you.
Can I send a one-time text to everyone?
Yes — a campaign to your whole list or a segment, scheduled or immediate, with cost shown before you send.
Related features
Want Email & Text Follow-Up running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.