Help center/Business Works today

Follow up with customers

Your assistant keeps a list of who you need to get back to, and drafts each follow-up for you to send.

Suggested tools

You can set these up yourself. Get the app, follow the steps, then copy the prompt.

• Reminders (built into iPhone)

  Free

  The reminder app on your iPhone. It pings you on the day you need to get back to someone.

  Download for iPhone

  1. Ask your assistant for your follow-up list with a date for each person.
  2. Open Reminders and add one reminder per person, with the date.
  3. When a reminder rings, ask your assistant for the draft for that person.
  4. Copy the draft and send it yourself.

  Copy this prompt and give it to your assistant

  • Show my follow-up list as short lines I can put in my phone's Reminders: first name, what to say in 5 words, and the date.

    Copy

  Your assistant cannot add reminders to your phone. You add them by hand.

What to text

• Start a follow-up list. First one: the kitchen quote I sent Monday. Follow up on Friday.

  Copy

• Who do I need to follow up with this week?

  Copy

• Write a short, friendly follow-up for the kitchen quote. No pressure.

  Copy

• Write a kind text for an invoice that is two weeks late.

  Copy

• I followed up on the kitchen quote. They said yes. Take it off the list.

  Copy

• Write a text to check in with a customer one week after the job.

  Copy

Steps

1. When you send a quote or finish a job, text it to your follow-up list with a day.
2. Use a short name for each, like "the kitchen quote." Leave out phone numbers.
3. Twice a week, ask: "Who do I need to follow up with?"
4. Ask for a draft for each one.
5. Copy the draft and send it yourself.
6. Text what happened, so the list stays true.

Example conversation

Make it stick

• Pick two days a week to ask for your list, like Tuesday and Friday.
• Add the follow-up at the same moment you send the quote.