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.
In practice
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.
Common questions
Will automated messages feel impersonal?+
Well-written automated messages feel personal because they're timely and relevant.
What's the best timing for a follow-up?+
2-3 days after sending an estimate, and 1-2 weeks after completing a job for a review request.
Need this done right?
Talk to a real contractor.
Free onsite consultation and a line-item estimate you can actually read.