Plan the next follow-up

Choose what happened to get a day-by-day plan with messages to adapt and clear rules for when to stop.

Situation

Add customer, company and appointment details Sample values

Synthetic sample names are filled in. Replace them before using a draft.

Customer first name

Rep first name

Company

Day and time

What they asked about

Runs in your browser. Nothing is sent or saved.

Your follow-up schedule and messages will appear here. Nothing is scheduled or sent.

Your follow-up plan

Use this plan manually. Verify availability, attachments and promises before using a sample; stop when the customer answers with a decision.

New web lead

Day 0 is the day the lead or question was received. Count later days from that date.

A form lead or a question from your website or a listing arrives and nobody has spoken with the customer yet. Reach a live person quickly, find out what they actually need, and hold a time to go over it.

Day 0within five minutes
callFirst live attempt
Hi Trevor, this is Danny at Summit. You just asked about the umbrella policy, and I have it in front of me. Before I send you anything, are you hoping to sort this out this week, or are you still early?
Stop if: Sets a time
Day 0right after the call attempt
textLeave a reachable trail
Hi Trevor, this is Danny at Summit. I just tried you about the umbrella policy. Want me to hold a time this week to go over it? If not, reply stop and I will leave it alone.
Stop if: Replies with a time
Day 0within the hour
emailAnswer what they asked
Trevor, this is Danny at Summit. The details on the umbrella policy are below, including the ones the website does not show. I have Thursday evening and Saturday morning open. Which one works better? Reply stop and I will close this out.
Stop if: Picks a time
Day 19 am
callSecond live attempt
Hi Trevor, this is Danny at Summit again about the umbrella policy. I do not want to keep calling you, so tell me straight, is this still worth a conversation or should I close it out?
Stop if: Says they are done
Day 2evening
textOne clear either or
Trevor, Danny at Summit. I can still go over the umbrella policy with you. Is Thursday after work or Saturday morning easier? If neither, tell me to stop and I will leave you be.
Stop if: Answers with a day
Day 5morning
emailClose it out cleanly
Trevor, Danny at Summit. I will stop reaching out after this one. If the umbrella policy is still on your list, reply with a day this week and I will have everything ready for you.
Stop if: Replies with a day

Every message names the rep and the company, asks one question at most, and quotes no price, payment or discount. Synthetic names.

Options and help

Questions

How many follow-up touches should a sales lead get?

Enough to reach a decision, not enough to become noise. Each cadence on this page runs four to six steps over the days that matter for that situation, mixes text and calls, and stops the moment the customer answers with a decision.

Should follow-up be automated?

The reminders and the timing can be. The message the customer reads should still be specific to them, and anything that quotes a price, a payment or a discount belongs to a person. Every cadence here identifies the sender and gives the customer a way to stop.

What ends a cadence?

A reply with a decision: a confirmed time, a reschedule, or a no. Each step lists the reply that stops it, so the next step never goes out to a customer who already answered.