Follow-up & Customer Retention

Follow-up should not depend on memory

A quote is waiting for a decision. A customer asked for a callback. A regular review is approaching.

We help your team organise these commitments, with clear timing and responsibility.

What your solution can include

• Open-quote reminders

  Create follow-up tasks for quotes that remain open beyond an agreed period, based on available quote-status data.

• Scheduled customer contact

  Create assigned tasks for promised callbacks, review dates and other agreed milestones.

• Message preparation

  Prepare follow-up messages using approved templates and available customer information, with human review where required.

• Authorised sending

  Send agreed messages through a connected account where sending access is enabled, following the defined contact rules and recorded preferences.

• Stop conditions and escalation

  Check available responses, statuses and exclusions before the next automated message. Escalate overdue tasks according to agreed rules.

• Activity recording

  Write agreed actions and outcomes back to the connected system so your team can review the contact history.

A typical workflow

1. Follow-up becomes due
2. Current information checked
3. Task or message prepared
4. Approval where required
5. Action recorded

Automated sending is enabled only after the timing, exclusions and stop conditions have been agreed and tested.

Keep your team in control

We assess whether your systems can reliably identify replies and relevant status changes.

Where that information is unavailable, the workflow can create a task for a person to check before further contact.

Start with one follow-up process

A first implementation can focus on reminders for open quotes. Once tested, the workflow can be extended to other agreed customer-care activities.

Bring structure to your customer follow-up.

In a free 30-minute process audit, we discuss how your team tracks open quotes and customer commitments, and identify a practical starting point.