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Follow-up Automation
4 articles
Default Follow-up Sequence (Day 1/3/7/14)
How the default 4-touch sequence works. When each message goes out and what it says.
Creating Custom Follow-up Sequences
Configure your own timing, channels, and messaging. Available on Growth and Pro plans.
Smart Pause: How Customer Replies Auto-Stop Follow-ups
When a customer replies, the system pauses follow-ups. AI classifies intent and acts.
Cooling Revival: Day 30/60 Re-engagement
Quotes that go silent get automatic revival emails. Turn dead leads into revenue.