💡 Tech & InnovationModerateAlso: automated reminders, follow-up sequences, drip campaigns
Automated Follow-Up
Definition
Automated follow-up sends pre-written emails or texts to customers at scheduled intervals — quote follow-ups, review requests, and seasonal reminders — without manual effort.
Common Questions
Real-World Example
A deck builder's CRM sends a check-in text on Thursday if the customer hasn't responded to a Monday estimate.
Why It Matters
Contractors who automate follow-up close more jobs and get more reviews.
Related Terms
💡
CRM (Customer Relationship Management)
💡A CRM is software that organizes and manages all business interactions with customers and leads — st...
Customer Portal
💡A customer portal is a secure online page where clients can view job status, approve estimates, sign...
Estimate Software
Estimate software helps contractors create detailed, professional price quotes with itemized labor, ...