Leads and CRM
Follow up sequence
A planned series of messages (email, text, call reminders) that goes out automatically after a lead comes in or a quote is sent, spaced over days or weeks.
Why it matters for your business
Many jobs are won on the third or fourth touch, and most businesses stop after one. A sequence keeps you in front of the person without anyone having to remember. It stops the moment they reply or book.
In practice
A cabinetry shop sends a quote, then an automatic email three days later with photos of similar kitchens, then a text a week after that asking if they have questions. Replies land in the CRM.
Related terms
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Two minute intake. A real person reads every one and replies within a business day.