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How follow-ups stop when they reply

Follow-ups stop the moment a customer replies, signs or says no.

Narrated video with captions, 39 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Follow-ups are friendly, and they stop the moment the customer responds. Here's how that works.

    Follow-ups are friendly, and they stop the moment the customer responds. Here's how that works.

  2. Step 2: The follow-ups list shows every open quote and what's next, so you can see at a glance who hasn't decided yet.

    The follow-ups list shows every open quote and what's next, so you can see at a glance who hasn't decided yet.

  3. Step 3: When Dana replies, the remaining follow-ups stop right away, and the reply comes to you. Nobody gets a reminder after they've answered.

    When Dana replies, the remaining follow-ups stop right away, and the reply comes to you. Nobody gets a reminder after they've answered.

  4. Step 4: You take it from there. Customers who reply STOP never hear from it again, and signed quotes stop their follow-ups too.

    You take it from there. Customers who reply STOP never hear from it again, and signed quotes stop their follow-ups too.

  5. Step 5: A reply, a signature or STOP ends the follow-ups.

    A reply, a signature or STOP ends the follow-ups.

Get the Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

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