How do I automate follow-up for my small business?
Decide the follow-ups that should always happen, then let a system send them. Two common ones: a quote follow-up at 48 hours and again at a week, and a review request the morning after a job.
Keep the messages short and plain so they sound like you, and make sure a person steps in when a customer replies with something that needs judgment.
What actually needs you, and what just needs a process?
The Bottleneck Check shows the first place your business depends on you more than it needs to. Free. 5 questions. About 2 minutes.
Find my bottleneck
More questions
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- What can a small business automate?
- What is the difference between working in my business and working on it?