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Video guide · 5:12
Follow-ups — the follow-up nobody forgets
Set it once. Every customer gets the right message on the right day — and it stops when they reply.
- Starts by itself: a tag, a CRM stage or a rule
- Day 1, day 3, day 7 — sent on time, every time
- Stops the moment the customer replies
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5 chapters17 stepsExamples for 4 business types
What you'll learn
5 short chapters. Pick one to jump straight to it.
Use it in your business
How businesses like yours put this to work.
🛒
E-commerce
Bring browsers back to buy
- Asked about a product but didn't order: day 1 reminder, day 3 offer, day 7 last call
- After delivery: day 2 care tips, day 10 a review request
- Stops the moment they reply — no awkward reminders
🏠
Real estate
From site visit to booking
- Tag site-visited: day 1 brochure, day 4 price sheet, day 10 offer deadline
- Card reaches Negotiation: payment-plan details on day 1 and 5
- Stops when the buyer replies or the card moves on
💰
Loans & finance
Documents chased politely
- Tag documents-pending: checklist today, reminder day 3, call request day 5
- Approved: disbursal steps sent in order, one by one
- Stops as soon as the customer sends the documents
🎓
Coaching institutes
Demo class to admission
- Attended a demo: day 1 feedback, day 3 fees and batches, day 7 "batch starts Monday"
- Hot leads get a call-back offer; cold ones a gentle check-in
- Parents who reply go straight to a counsellor in the Inbox