Follow-up sequences

A lead that doesn’t hear from you chooses whoever they hear from first. Sequences make sure that’s you, without anyone writing the same email five times a day.

How follow-ups are organized

Open Settings → Leads → Follow-ups. One page holds everything the system sends automatically when a lead goes quiet:

1. The master switch at the top turns all automatic follow-ups on or off. Off means nothing sends, and the page tells you so plainly.
2. Below it live the plays, each one a day-based cadence you can edit:
   • Quote follow-up: you sent a price and they went quiet. A nudge on day 3, another on day 7, and a final message on day 14 that can include a discount. Each message has its own editor.
   • Abandoned-form recovery: a visitor started the widget form and bailed; the partial gets a follow-up.
   • Mail-in reminders: the customer said they would ship and the box never came.
   • Custom follow-ups: your own cadence for anything else.

Edit any step’s message inline, change the day offsets, and arm or disarm each play independently, the page shows how many leads are currently armed on each one.

The golden rule: replies stop the robot

The moment a lead replies, email or SMS, the sequence for that lead stops automatically. A human conversation never competes with an automated one. This is non-negotiable behavior, and it’s why customers experience sequences as attentiveness rather than spam.

Mail-in follow-ups

Mail-in tickets get their own cadence for the shipping gap: confirmation at day 0, a “haven’t seen the package yet” nudge if nothing arrives by day N, arrival confirmation when it lands. Remote customers should never wonder if their package vanished.

Writing advice

• One idea per message; the goal is a reply, not a brochure.
• The day-2 message works hardest, make it easy to say yes (one link, one ask).
• Read your sequence out loud as if you’re the customer. If a step would annoy you, cut it. Three good messages beat six mediocre ones.