Automatic follow-ups

3 switched on · 4 running or paused

Follow-up emails that send themselves, a few days apart, and stop the moment someone replies.How it works

The cards below are your follow-ups: each is a set of emails and how many days apart they go. Open one to edit the wording.
For example, Proposal follow-up nudges someone who hasn't replied to your proposal, so you don't have to remember to chase them.
Running now lists everyone getting follow-ups right now, so you can pause or stop them.
An automation can also start follow-ups for you, for example when a deal moves stage.

How automatic follow-ups work

1Start it for someoneFrom a contact, deal, client or prospect, choose Start follow-ups.
2Check the emailsYou see every email filled in for them before anything is sent.
3Emails send themselvesFrom your Gmail, a few days apart, on weekdays between 8am and 6pm.
4It stops on its ownWhen they reply, a proposal is accepted or declined, the deal is won or lost, or an email bounces.

For when the discovery form has gone out but hasn't come back.

Gentle nudges after a proposal goes out. Stops as soon as they reply, accept or decline.

For people who have shown interest (opened, clicked, visited) but not replied yet.

Running now

Everyone getting automatic follow-ups right now. Start one from any contact, deal, client or prospect.

Who	Follow-up	Progress	Next email	Status
bea@halcyonflowers.example Halcyon Florist	Discovery form reminder	1 of 2 sent	Mon 9 Nov, 10:14	Running
priyanka@ravensbournetutors.example Ravensbourne Tutors	Discovery form reminder	1 of 2 sent	Mon 9 Nov, 10:11	Running
rosa@ottolinebakehouse.example Ottoline Bakehouse	Warm lead follow-up	1 of 3 sent	Mon 9 Nov, 9:49	Running
sunil@brightwaterdentalstudio.example Brightwater Dental Studio	Warm lead follow-up	2 of 3 sent	Mon 9 Nov, 9:36	Running

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal