To automate lead follow-up, set up timed SMS and email sequences in your CRM that start when an enquiry arrives, stop when the person replies or books, and re-engage them if they go quiet.
Start with the trigger
Every sequence starts with an event: an enquiry, a missed call, a quote sent or an appointment booked. Decide what each event should set in motion.
Timing, tone and stopping rules
Send a quick acknowledgement straight away, then space follow-ups sensibly. Keep messages short and in your own voice. Most important: sequences must stop when someone replies or books, or automation becomes annoying.
Include an easy way to opt out.
Re-engagement
Enquiries that went quiet weeks ago can be revisited with a relevant, low-pressure message. Log what works and adjust.
Example
A roofer sends a quote. A CRM workflow texts a check-in two days later, an email after a further few days, and stops if the customer replies. If there’s no response, a final message follows.
Benefits
- Consistent follow-up regardless of workload
- Fewer forgotten enquiries
- More conversations from existing leads
- Records of every message
Questions
How many follow-ups is too many?
It depends on your customers. A few well-spaced messages beat frequent ones, and sequences should stop on reply.
SMS or email?
Usually both. SMS suits quick nudges; email suits detail.
Where Taskera fits
Taskera builds this as part of a connected system, not a standalone tool.