Resources / Follow-up and workflows
Write a follow-up text
Choose what happened and add the details to get two text drafts you can review and copy.
Options and help
Write it for this customer.
Describe what happened and the assistant writes two texts in the rep’s voice for the situation and names set above.
Your message and the current tool inputs and settings are sent to the assistant and not stored. Remove customer names and numbers from both. Check replies before acting.
Try an example
What these texts include
- One message, one question, a way out.
- Name, rep and company, so the customer knows who is texting.
- A held time or a quote ready to go over, so there is something to confirm.
- No pressure words and no price in the first text.
Questions
What should a sales follow-up text contain?
The customer's first name, the rep's name and the company, one specific proposal such as a held time or a quote ready to go over, and one question the customer can answer with a word. It should fit in one message and give the customer a way out.
How soon after a call should the text go out?
Before the customer forgets the call. A confirmation text right after the call, and a reminder the morning of the appointment, are the two that matter most.
Do customers need to consent to texts?
A customer who gave a mobile number and asked to be texted has usually consented to texts about their own request. Marketing texts need express consent and an opt-out. This is general information, not legal advice.