Follow-ups that go out on time
A lot of business isn't lost to a "no." It's lost to silence. A quote goes out, the customer gets busy, and nobody follows up. Or a new inquiry comes in on a hectic day and sits until it's too late.
Lead follow-ups help make sure each lead gets a next step, even when you're swamped.
What lead follow-ups do
We set up follow-up emails and reminders that run on a schedule you choose. Depending on your process, that can include:
- Follow-up emails. A short, friendly email a few days after a quote or first conversation, written in your voice and approved by you before it's turned on.
- CRM reminders. A task or reminder in your CRM or spreadsheet, so you know who to check in with personally, and when.
- A simple tracker. One view showing which leads are new, waiting, followed up, or closed.
- Stop rules. When someone replies, books, or says no, their follow-ups are set to stop, so people don't get an awkward extra email.
This is email and CRM work only. It doesn't include text messages or missed-call text-back.
An example
For example, a small home remodeling company might send quotes by email after each site visit. With lead follow-ups, each quote is logged in a sheet. If there's no reply after three days, a polite check-in email goes out from the owner's address. If there's still no reply a week later, the owner gets a reminder to reach out personally.
This is an illustration, not a past project. Timing, wording, and the number of steps are up to you.
What we need from you
Access to the email account you send from and your CRM or spreadsheet, the follow-up messages you'd like to send (or a rough idea, and we'll draft them for your approval), and when you want each step to happen.
What you get
- A working follow-up sequence and reminders, tested before they go live.
- Follow-up emails set up to follow email-marketing rules where they apply, such as an opt-out line and your business address.
- Written instructions for changing the wording, the timing, or who gets follow-ups.
- A clear note of any outside services involved and their costs, flagged before you commit.
A word on tone
Automated follow-ups should sound like you, not like a marketing machine. We keep them short and plain, and you approve every message before it's switched on. You can pause the whole thing any time.
How it starts
We start with a free 20-minute process review. Then we send a clear scope and quote before any work begins.
FAQ
Do you send text messages to leads?
No. Lead follow-ups at Derival are email follow-ups and CRM reminders only.
Will follow-ups keep going after a customer replies?
They shouldn't. The setup includes rules that stop follow-ups when someone replies or the lead is closed, and we test them before launch.
Can I approve the wording first?
Yes. You approve every message before the sequence is turned on, and you can change it later.
Will these emails end up in spam?
Follow-ups go out from your own business email at a normal pace, which helps. No one can guarantee inbox placement, but we set things up to follow good email practices.
Quotes going quiet? Tell us how you follow up today.
Tell us about one task that's eating your week. Fill out the short form and we'll read it ourselves. We'll get back to you, usually within one business day. If it looks like a fit, the next step is a free 20-minute process review. After that, you get a clear scope and quote before any work starts.
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