Follow-up and nurture

Follow up with every lead until they are ready.

Many people who fill out a form or ask a question are not ready to buy that day. Automated follow-up by email and text stays in touch with them, and the right next step happens on its own.

The short answerAutomated follow-up sends the right email or text after each customer action, so no lead goes quiet. When someone becomes ready, a person on your team hears about it fast.

Why it matters

Only a small share are ready today

Many visitors are researching. They compare options, wait on a decision, or need a few weeks. The business that stays in touch is the one they call when they are ready.

Follow-up by hand rarely happens at the right time. Staff get busy, and leads go cold. Automated follow-up sends the next message on schedule and tells your team when a lead needs a call.

What triggers what

Each action starts the right next step

Follow-up is tied to what the customer just did, so every message fits the moment.

When this happensThis happens next
A form is filled outThe customer gets a confirmation, your staff gets an alert, and a follow-up sequence begins.
A Fred conversation endsThe conversation is scored. Hot leads go to a person right away. Others get follow-up that matches what they asked.
A call is missedThe caller gets a text so they are not left waiting, and your team sees the missed call.
A quote is sentReminders go out by email and text until the customer answers.
An appointment is bookedConfirmation and reminders go out, which cuts down on no-shows.
A job is doneA thank-you goes out, followed by a review request at the right moment.
Ready leads

Ready leads reach a person fast

Follow-up is for leads who are not ready. When a lead is ready, automation steps aside.

Fred scores every conversation on intent, trust, capacity, authority, and timeline. A high score alerts a person on your team right away, so the call happens while the customer is still interested. The best leads get called first.

  • Hot leads alert your team the moment they qualify.
  • Warm leads stay in follow-up until their score rises.
  • Anything that needs a human answer is handed to one.
What is included

What $497 a month covers

Automated follow-up is $497 a month. It covers every lead source on your site, including Fred.

  • Confirmation and staff alert for every form fill.
  • Follow-up by email and text after a Fred conversation.
  • Routing of ready leads to a person on your team.
  • Messages written in your voice and approved by you.
  • One contact list that tracks every lead, conversation, and next step.
  • Connected to the tools you already use, like scheduling, accounting, and field service software.

Fred is priced separately, starting at $297 a month. See pricing.

See it run

Automation videos

Short videos show how each trigger works from the customer's side and from yours.

Watch automation videos in resources

Questions

Follow-up questions

What is automated follow-up?

Automated follow-up is a set of emails and texts that go out on their own after a customer acts. A form fill, a missed call, or a sent quote each starts the right next message.

Will it feel like spam to my customers?

Messages are tied to what the customer did and written in your voice. You approve them before they go out. Customers can stop receiving them at any time.

How fast does a ready lead reach my team?

Right away. When a Fred conversation scores high, your team is alerted so someone can call while the customer is still interested.

How much does follow-up cost?

Automated follow-up is $497 a month. Fred is priced separately, starting at $297 a month. See pricing.

Does follow-up work without Fred?

Yes. Form fills, missed calls, sent quotes, and booked appointments all start follow-up on their own. Fred adds scoring and a richer first conversation. See AI assistants.

Start here

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