Leads
Automatic follow-ups
Follow-ups are short, friendly emails sent in your name to customers who haven’t replied. They’re part of the Pro plan, and they’re off until you turn them on under Follow-ups.
What gets sent
| When it goes | |
|---|---|
| After an estimate | A few days after an estimate, if you haven’t made a quote or booked a visit |
| After a quote | A few days after you send a quote, if they haven’t answered |
| Before a quote expires | A few days before a sent quote runs out |
Choose how many days for each. Use 0 to turn one off. You can read the wording on the Follow-ups page.
Who gets one
- Only people who used your estimator, not imported leads.
- Only leads that arrive after you turn follow-ups on, so nobody from months ago gets a surprise.
- Only for 30 days after an enquiry.
When they stop
We check everything just before sending, so a follow-up doesn’t go if the lead is won or lost, the quote is answered, or a site visit is booked. Each person gets each email once, and never two within two days.
Emails go out Monday to Saturday, 9am to 5pm in your time zone. Replies come straight to you.
Every email has a link to stop them. If someone uses it, you’ll see that on their lead, and you can still reply to them yourself.