Solution
Automated sales follow-up
The second, third, and fourth contact — the ones that are always meant to happen and usually do not.
The problem
The first response is usually fine. What fails is everything after it. A quote goes out and is never chased. An appointment is booked and never confirmed. A customer who asked for information in March is never contacted again, and nobody notices, because nothing in the business is watching for it.
What it looks like day to day
- Quotes sent with no idea whether they were read
- No-shows that a reminder would have prevented
- Leads that went quiet and were quietly forgotten
- Follow-up depending entirely on how busy someone was that week
Automated sales follow-up
What we implement
Sequences designed around your sales cycle, with intervals and channels that suit your customers.
Quote and proposal follow-up
A defined sequence after a quote is sent, stopping the moment the customer replies.
Appointment confirmation and reminders
Confirmation at booking and a reminder before, on the channel the customer used to book.
Re-engagement for quiet leads
Enquiries that stalled at a known stage are picked up again after an interval you choose.
Escalation to a person
Defined points where the sequence stops and a human is told to call — usually on a positive signal.
Suppression rules
Rules that stop a customer receiving anything further once they reply, buy, or ask not to be contacted.
How it runs
A sequence is a schedule with exits, not a mailing list.
- 1
A trigger fires
A quote is sent, an appointment is booked, or a lead reaches a stage and stops moving.
- 2
The sequence starts
The first message goes out on the customer's channel after the interval you set.
- 3
Replies are watched for
Any response stops the sequence immediately and routes the conversation to a person or the agent.
- 4
The sequence continues or ends
A fixed number of attempts, then the lead is marked and left alone. Sequences that never end are how businesses get blocked.
- 5
The outcome is recorded
What was sent, what came back, and what state the lead ended in.
What it needs from you
Follow-up touches customers directly, so the rules matter more than usual.
- Your sales cycle: how long a decision actually takes in your business
- How many attempts is appropriate, and how long between them
- Approved message content, in the languages your customers use
- The channels you are permitted and willing to use for outbound contact
- Consent handling that meets your legal obligations
- Messaging or telephony costs for outbound sends are separate and usage-based
What to expect
We cannot promise more sales. We can make follow-up happen consistently instead of occasionally.
- Quotes followed up every time rather than when someone has a quiet afternoon
- Fewer no-shows on booked appointments
- Stalled leads picked up again rather than lost silently
- A record of what was sent to whom, and when
- Your team spending its time on the conversations that responded
Other solution areas
These are usually designed together rather than one at a time.
AI customer agents
Text and voice agents that answer at any hour, in the customer's language, and hand over cleanly.
Lead capture and qualification
Every enquiry recorded in one structured place, then scored and sorted by rules you define.
CRM and customer data workflows
Records created and updated by real events, so the CRM reflects the business without manual re-typing.