The fortune is in the follow-up. Our automated system checks in after every service, asks for reviews, sends rebooking reminders, and wins back lapsed customers -- without you lifting a finger.
Client retention rate
Customer lifetime value
Revenue from referrals
Saved per week
Pick the guide that fits your biggest problem right now — we'll send all three, starting with yours.
Every touchpoint in the customer lifecycle, automated. From the moment a service is completed to years down the road.
Automated check-ins after every service or purchase. Thank customers, confirm satisfaction, and catch issues before they become problems or negative reviews.
Short, automated surveys sent at the perfect time. Measure NPS, CSAT, and specific service quality metrics. Unhappy responses trigger immediate internal alerts.
Automated reminders when it is time for the next appointment, service, or checkup. Timed to your specific service intervals -- 3 months, 6 months, annually.
Turn happy customers into your best marketing channel. Automated referral requests go to your most satisfied clients with easy-to-share referral links.
Re-engage customers who have not visited in a while. Automated sequences with escalating incentives bring lapsed customers back before they go to a competitor.
Birthday messages, customer anniversaries, VIP recognition, and loyalty rewards -- all sent automatically to make customers feel valued.
Here is what happens automatically after every customer interaction. Every message, perfectly timed.
When
Same Day
Immediate post-service thank you via SMS and email. Confirms the service was completed and sets expectations for follow-up.
When
Day 2
Quick satisfaction survey with a direct link. Unhappy responses are flagged for immediate internal action.
When
Day 3
Happy customers are asked to leave a Google review. Includes a direct link to your review page.
When
Week 2
Ask satisfied customers to refer friends and family. Includes a shareable referral link or code.
When
Month 3
Time-based reminder for recurring services. Includes a direct booking link and any available promotions.
When
Month 6+
For customers who have not rebooked. Escalating offers: value reminder, special discount, final outreach.
Every industry has unique follow-up needs. We build sequences tailored to your specific customer lifecycle.
Post-visit check-ins, medication reminders, recall notices for checkups, and patient satisfaction surveys. HIPAA-compliant messaging.
Post-service quality checks, seasonal maintenance reminders, warranty follow-ups, and referral requests from satisfied homeowners.
Oil change reminders, inspection due dates, warranty notifications, and post-repair satisfaction checks that build long-term loyalty.
Rebooking prompts based on service intervals, birthday promotions, new service announcements, and loyalty reward notifications.
Engagement follow-ups, quarterly check-ins, renewal reminders, and NPS surveys that help you retain and grow client relationships.
Post-dining thank yous, birthday and anniversary offers, loyalty program updates, and re-engagement campaigns for lapsed diners.
Our follow-up system connects with your existing tools. Triggers fire automatically based on your business events.
Twilio, SimpleTexting, and other SMS services for text-based follow-ups with high open rates.
Mailchimp, ActiveCampaign, Klaviyo, and other email platforms for rich follow-up sequences.
HubSpot, Salesforce, Zoho -- track every follow-up and customer interaction in your CRM.
Integrate with your scheduling tool to trigger follow-ups based on completed appointments.
Direct integration with Google, Yelp, and Facebook for automated review requests.
Trigger follow-ups based on purchases, transactions, and payment events.
Typeform, Google Forms, and custom survey integration for satisfaction measurement.
Connect to 5,000+ apps for unlimited follow-up automation possibilities.
It costs 5x more to acquire a new customer than to keep an existing one. Invest in follow-up and watch retention soar.
Core follow-up automation for small businesses
Complete follow-up system for growing businesses
Full lifecycle management for large businesses
We handle the entire setup. You keep running your business while we build the system that keeps customers coming back.
We map every customer touchpoint from first visit to long-term loyalty. We identify the critical moments where follow-up drives retention and revenue.
We design your complete follow-up system: timing, messaging, channels, and escalation logic. Every message is crafted to feel personal, not automated.
We build all sequences, integrate with your CRM and booking system, and configure trigger rules. Typically 2 weeks.
We write all follow-up messages, design survey templates, and test every sequence end-to-end. You approve everything before launch.
Go live with full monitoring. We track response rates, survey scores, and rebooking rates. Continuous optimization based on real data.
Only 40% of patients were returning for 6-month checkups. No automated recall system -- staff was calling patients manually.
Seasonal business with no system to re-engage customers. Lost 60% of clients year-over-year.
One-time customers rarely returned. No rebooking system and no way to ask for reviews or referrals systematically.
Get a free follow-up audit. We will show you exactly how many customers you are losing and how automation can bring them back.