CRM Follow Up

Follow-Up Process (use automated follow ups)

Ensuring the client reviews the proposal is crucial for conversion. Follow-ups are automated in Swipe One.

Manual Follow-Up Schedule:

• First Reminder (Day 3): Friendly nudge to ensure they received and reviewed the proposal.
• Weekly Reminders (Day 7, Day 14, etc.): Reiterate the benefits and invite questions.
• Long-Term Reminders: Weekly follow-ups continue up to 6 months or until the lead is closed.

💬 Reminder Message Example:
"Hi [Client Name], I just wanted to check in on the proposal we shared. We'd love to hear your thoughts! Let us know if you have any questions or would like to schedule a quick call."

Automated Follow-Up Schedule:

• All being automatically scheduled for follow up via Swipe One.