New Lead Follow-Up
Structured follow-up for new inquiries and client-provided leads.
WHAT WE DO
FOLLOW-UP, RECORDS, AND PIPELINE ADMINISTRATION
Managed follow-up work that keeps customer communication, records, replies, and next actions organized.
Estimate and Quote Follow-Up
Scheduled follow-up after an estimate, quote, or proposal is sent.
Appointment Reminders and No-Show Recovery
Confirmations, reminders, rescheduling follow-up, and missed-appointment recovery.
Customer Reactivation
Re-engagement campaigns for inactive, dormant, and past customers.
Review and Referral Requests
Managed requests and reminders for reviews and customer referrals.
Post-Service Customer Follow-Up
Completion check-ins, satisfaction follow-up, and next-step communication.
Invoice and Payment Follow-Up
Scheduled reminders for upcoming, partial, and overdue payments.
Seasonal and Existing-Customer Campaigns
Promotions, reminders, service updates, and repeat-customer campaigns sent to approved contacts.
Managed Email Campaigns
Approved multi-step email campaigns with preparation, scheduling, reply monitoring, and reporting.
SMS/MMS Service
Optional SMS/MMS delivery, reply monitoring, and opt-out handling for approved campaigns.
Contact Database Cleanup and Maintenance
Routine contact maintenance within the base service and major cleanup projects when deeper work is required.
Expanded Pipeline Administration
Opportunity stages, follow-up status, next actions, expected values, decision dates, outcomes, tasks, and related reporting.
Monthly Reporting
Clear reporting on campaign activity, replies, opt-outs, delivery failures, engagement, and confirmed outcomes.
Campaign Performance Analysis
Campaign and message-step comparisons used to improve approved wording, timing, and sequence performance.