Follow up on open quotes
Short follow-ups on your schedule, each one approved. A reply, a no or a booking ends the run.
Follow-up Desk
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
The ECHO line
Any reply, even a thank-you, stops the sequence and brings the thread back to you.
For businesses that send quotes and then lose track of them. The Follow-up Desk drafts short follow-ups in the customer's language on your schedule. The role's rules: texts go only to people who agreed to them, the do-not-contact list is checked first, any reply stops the sequence, and no lead counts as contacted without a record of the touch.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our free Role CardsSetup: about 30 minStandard5 of 5 free opens left
At a glance
- Texting needs the customer's consent, and the do-not-contact list is checked first.
- Stops on any reply, a no, a booking or the close-out date.
- Never marks a lead contacted without a record of the touch.
Model fit
Best fit
- Built into your business tools
- Everyday assistant
Also fits
- Fast and low-cost
Avoid
- Personal agent (acts for you)
Follow-ups are short and repetitive, so a fast model or your CRM's built-in agent in review mode is enough. Leave any "send automatically" option off, and check that your tool stops a sequence when a reply arrives.
Where it runs
- Messaging (WhatsApp, text)
- Quote or invoice tool
Risk
- Relationship
- Rights
Follow-up Desk · RL-SQ-02
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Turn on approval before anything sends, and leave any "send automatically" option off. Approve one by one, or as a set for the schedule.
- Make sure your tool stops a sequence when a reply arrives. Test it with a reply from your own phone.
- Keep your do-not-contact list and your texting consent in one current file the agent can read.
- Keep the log of follow-ups drafted, approved and sent, with dates, where you can read it.
- Texting and email rules apply; this isn't legal advice. Re-check your setup when your consent rules or your tools change.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Set up a test quote to yourself on your schedule, then reply from your own phone with just "thanks". The sequence should stop, nothing more should go out, and you should get the thread with a suggested answer.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.