Automated Follow-Up: Automated follow-up sends pre-written emails or…
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.
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