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Follow-Ups for Southwest Florida businesses

Most people don't book the first time.

Every lead, quote and no-show gets a text and an email until they book or say no, and customers hear from you when they're due.

From gone quiet to booked

Pick a business and watch the follow-up play out: what goes out, when, and when it stops.

AC repair: a yearly service, booked

  1. March: Tune-up done Mike's yearly tune-up is done. He's due again next March.
  2. Next February: Due soon Before he's due, he gets a text and an email with your booking link.
  3. Same day: Booked He books his tune-up from the link. Nobody had to remember.

Dock and boat lift: a quote, approved

  1. Day 0: Quote sent You send Tom a quote for a new boat lift. He can approve it from his phone.
  2. Day 1: Checked in A text asks if he has any questions about the quote.
  3. Day 3: Reminded Another short text. He's comparing quotes and hasn't decided yet.
  4. Day 5: Email sent An email with the quote link, in case the texts got buried.
  5. Day 7: Approved He approves it from his phone, and the follow-up stops on its own.

Pool: a new lead, booked

  1. Mon 7:42 PM: New lead Jen fills in your website form about a pool that's losing water.
  2. Mon 7:43 PM: Text sent A minute later, she gets a text with your booking link.
  3. Tue 9:00 AM: Email sent She hasn't booked, so an email follows in the morning.
  4. Wed 9:00 AM: Reminded One more short text, two days in.
  5. Wed 12:15 PM: Booked She books a leak check for Thursday at 1:00, and the follow-up stops on its own.

Auto shop: a missed appointment, rebooked

  1. Sat 10:20 AM: No-show Luis misses his 10:00 appointment, and you mark it as a no-show in your app.
  2. Sat 10:35 AM: Text sent Fifteen minutes later, he gets a friendly text with your booking link.
  3. Sat 10:35 AM: Call back You get a call-back task, in case you'd rather reach out yourself.
  4. Sun 9:00 AM: Email sent He hasn't rebooked, so an email follows the next day.
  5. Sun 7:42 PM: Rebooked He rebooks for Tuesday at 11 from the link.

Dental office: a cleaning, rebooked

  1. March: Visit done Dana's cleaning is done. She's due again in six months.
  2. August: Due soon A month before she's due, she gets a text and an email with your booking link.
  3. Two weeks on: Reminded No booking yet, so one reminder goes out.
  4. Same day: Rebooked Dana books Thursday at 9:00 from your link.

30 days, then a yes or a no

When a lead doesn't book, this is what goes out. It stops as soon as they reply, book or say STOP.

Over 30 days a lead hears from you 6 times by text and 4 times by email. An estimate that isn't approved gets the same schedule from day 1 on.

Should I close out your request? Reply YES to keep it open.

Day 30. A YES gives you a call-back task. A no, or no reply in 3 days, closes the card on your board.

Right awayFollowing upYes or noTextEmail

What Follow-Ups handles

We set each piece up for your business, from what your Map finds.

See what runs on its own
  • Every lead and estimate, followed up

    By text and email for 30 days, until they book, approve or say no.

  • No-show and cancellation texts

    A cancellation gets your booking link right away. A no-show gets it 15 minutes after you mark it, then an email the next day, and you get a call-back task. Both run on the booking calendar we set up for you.

  • Reminders when customers are due

    For services that repeat, like a yearly tune-up or a six-month cleaning, customers get your booking link before they're due again.

  • A board with your own steps

    See where every customer stands. For example:

    Auto shop
    1. Booked
    2. In the shop
    3. Waiting on approval
    4. Waiting on parts
    5. Ready for pickup
    Home services
    1. Estimate booked
    2. Quote sent
    3. Scheduled
    4. In progress
    5. Invoiced
  • Call-back tasks and a weekly list

    A task and an alert when someone asks for a call. Every Monday morning, a list of the leads that need you.

Texts start once the phone carriers approve your business, usually in 1 to 2 weeks.

Following up is the work nobody has time for

People get busy, compare options and forget. If you don't follow up, the business that does may get the customer.

Without follow-up

  • An estimate goes out and goes quiet.
  • A missed appointment waits for a call you never get to.
  • Customers forget when they're due again.

With Follow-Ups

  • Every lead and estimate gets followed up until they book, approve or say no.
  • A no-show gets your booking link 15 minutes after you mark it.
  • Customers get your booking link before they're due again.
  • Texts go only to people who contacted you or agreed to hear from you.
  • At most one follow-up text a day, between 9 AM and 7 PM.
  • It stops the moment they reply, book or say STOP.

We set it up around how you work

In person, anywhere from Cape Coral to Naples.

  1. Tell us how you work

    How you price, why some customers don't go ahead, which services repeat and how often, and your steps from first call to done.

  2. We write the messages

    From your answers, in your words. They mention only offers you list.

  3. We test every path

    A reply, a booking and STOP each end the follow-up. No-show texts, reminders and your weekly list all go out as they should.

  4. We show you the board

    At your walkthrough: your steps, your call-back tasks and where your weekly list lands.

Follow-Ups is the smallest build we do.

It works on its own, and calls and intake can be added later. We map your front office first, so the messages fit how your business really runs.

Book a call

Questions about Follow-Ups

Will it bother my customers?

It's built not to. Texts go only to people who contacted you or agreed to hear from you, at most one follow-up text a day, between 9 AM and 7 PM. It stops the moment they reply, book or say STOP, and after 30 days it asks for a yes or a no.

What happens when someone replies?

The follow-up stops, and their reply lands in your app with an alert on your phone. From there it's a normal conversation.

Does it work with my calendar?

It works with the booking calendar we set up in your app: a booking stops the follow-up, and no-shows and cancellations get your booking link. If you keep your own booking app, its bookings, no-shows and cancellations don't reach your app, so those texts won't go out and a booking there won't stop the follow-up on its own. We'll go over the options on the call.

Can I get follow-ups without the rest?

Yes. It's the smallest build we do, and it works on its own. Calls and intake can be added later.

Do you work with medical and dental offices?

Yes. Anything that touches patient information runs only under a signed HIPAA business associate agreement, and we'll go over it with you before the Map starts.

What does it cost?

It depends on what your Map finds, which is why the Map comes first. The Map starts at $1,500 for a small business. The build is a fixed price agreed before we start. Running it is a monthly fee set by what we built, with the first month included, plus AI usage billed at cost, which typically runs $10 to $100 a month depending on volume.

Start with 15 minutes

Bring a quote that went quiet. If mapping your front office isn't worth it, we'll tell you.

The earliest time is a day out. Before we talk, we call your office a few times, the way a customer would, and tell you what happened.