Your follow-up plan
Which moments get a follow-up, on which channel, and how long to wait.
Customer follow-up
Follow up every time.
Without having to remember.
New enquiries get a quick reply. Quotes get chased. Past customers hear from you when the next job is due. You approve the messages. The system keeps them going.
Founding-client price£295setup,then£59a month
Includes email follow-ups and up to 150 texts a month. Extra texts are 8p each.
Starting is not an order. No payment is taken here.
- Quick first replies
- Quotes followed up
- Customers reminded
Set up by James Tandy Built and looked after by one person
In practice
A quote goes quiet. The follow-up doesn’t.
You sent the quote on Monday. By Thursday you’re on another job and it has slipped your mind. Here is how it could keep moving.
QUOTE SENT. NEXT STEP READY.Illustration
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Logged
Quote sent
Logged with the customer’s details.
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Sent
A friendly check-in goes out
In your words. Approved by you in advance.
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Yours
The customer replies
Follow-ups stop. The reply comes to you.
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Planned
A reminder when work is due
A service or check-up, when it is time.
Press play to walk through it.
An illustrative sequence. Messages, timing and channels are agreed with you first.
How it’s set up
The follow-up you meant to send.
Work is often won by whoever replies first and checks back. This makes both happen, in your words, without adding to your evening.
- 01
Choose the moments that matter
A new enquiry. A quote that has gone quiet. A service that is due again. We pick the follow-ups that fit how you win work.
- 02
Write the messages once
You approve every message and its timing. AI can tailor the wording to the job, within limits you set.
- 03
Step in when it counts
Follow-ups stop when someone replies or asks to stop. Replies come to you, so the conversation stays yours.
What’s included
A working process.
A useful handover.
Approved message templates
Messages written in your voice and signed off by you before anything sends.
A connected workflow
Email and, where supported, SMS or WhatsApp, linked to your spreadsheet, CRM or quoting tool.
Stop rules and reply handover
Follow-ups end on a reply or an opt-out. Replies are routed to you.
Clear pricing
One setup fee. One monthly fee.
A standard build: your enquiries, your quotes and one reminder sequence. Anything beyond it is quoted before you commit.
Founding-client price
£295setup
£59a month
Includes email follow-ups and up to 150 texts a month. Extra texts are 8p each.
Why these prices?
They are founding-client prices while I gather real, measured results from my first automation clients. The build is the same.
Start at a founding-client price and your monthly fee stays the same for as long as you stay.
The setup fee covers
- Your follow-up plan, agreed with you
- Messages written in your voice and approved by you
- Connected to your enquiries, quotes or spreadsheet
- Stop rules, opt-outs and replies routed to you
The monthly fee covers
- Sending costs for email and up to 150 texts
- Monitoring that messages keep going out
- Changes to wording and timing, when you need them
- Support from me directly
- Starting is not an order. No payment is taken here.
- I confirm the scope and payment schedule before anything is booked.
- It works as we agreed, or I fix it at no extra cost.
Founding-client prices will not last forever.
What would it take to pay for itself?
- The whole first year £295 + 12 x £593 jobs cover it
This is arithmetic on your own number, not a promise. It cannot know how many of your quotes would be won by a follow-up.
The guarantee
Working as agreed, or fixed at no extra cost.
Before launch, what the automation does is written down and tested with you. If it does not do what we agreed, I put it right without charging you for the extra work.
It guarantees the agreed process. It cannot promise how customers respond, and it does not cover outages at the phone, email or software providers it connects to.
A few good questions
The details
that matter.
What does it cost?
£295 to set it up, then £59 a month at the founding-client price. The monthly fee covers the sending costs for email and up to 150 texts, the monitoring and changes to the messages. Extra texts are 8p each.
Will it sound like a robot?
You approve the wording, and it is written the way you talk to customers. Where AI tailors a message, it works within limits we agree.
What about consent and opt-outs?
We agree who can be contacted, and how they opt out, before anything sends. UK rules on electronic marketing apply to marketing messages, and I’ll point out where they matter.
Do I need a CRM?
Not necessarily. A spreadsheet or your quoting tool may be enough to start. If you already use a CRM, I check what it supports first.
What happens when someone replies?
The follow-ups stop and the reply comes to you. The system starts conversations. You have them.
Can it ask for reviews too?
Yes. Review requests work well as part of a follow-up plan. See review automation for how that works.
Make every quote count.
Tell me about your business and how you handle this today. We’ll explore a useful first version together.
£295 setup, then £59 a month.
Start my follow-up system- Starting is not an order. No payment is taken here.
- I confirm the scope and payment schedule before anything is booked.
- It works as we agreed, or I fix it at no extra cost.
The next piece of the process
Works well alongside.
01 / Win more customers
AI receptionist
Calls answered when you can’t pick up. Details taken, questions answered and the enquiry passed straight to you.
Explore this automation
03 / Spend less time on admin
Admin automation
Job details typed once. Quotes and invoices drafted for you. Payment reminders sent on time. More of your week for the work that pays.
Explore this automation