In this article, we'll walk you through the three automated follow-ups that Chariot can send on your behalf via email and/or text, depending on your preferences. These follow-ups are designed to streamline your communication process and keep important actions at the forefront of your customer's minds.

There are 3 types of automated follow-ups we'll set up with you in onboarding. Those include: Estimate Reminder to Sign, Inventory Intake Request Reminder, and Pre-Move Reminder.

If a customer receives an estimate but doesn't sign it within a specified time frame, Chariot can automatically send a customized email and/or text reminder. This typically occurs 24 to 48 hours after the estimate was initially sent.

The system generates a reminder tailored to your preferences, ensuring that the estimate remains a priority in the customer's inbox.

When you send a quote or a web form link to a customer and they haven't completed it, Chariot can automatically send a reminder. This feature is useful for prompting customers to fill out essential information related to their move.

After sending the initial request, if the customer hasn't completed the inventory request within a set time (we usually default to 24 to 48 hours), Chariot will send a reminder to encourage completion.

Chariot can send a pre-move reminder to customers at a specific time before their scheduled move (usually between 24 and 72 hours). This reminder includes a link for customers to confirm their move, providing a convenient way to ensure all details are in order.

Customers receive a message reminding them of their upcoming move and prompting them to confirm. Clicking the link allows them to confirm the move, add notes, and provides a visual indicator on your schedule.

To customize settings for automated follow-ups, please discuss your needs with your Chariot point of contact during onboarding. They can assist you with customizing the time settings, as well as adjusting any text in the body of these reminders.

These automated follow-ups in Chariot are designed to save you time and enhance customer engagement. By leveraging these reminders, you can keep estimates at the forefront, ensure timely completion of required forms, and confirm moves with ease. If you ever find yourself unsure about a customer's status, the absence of a confirmation indicator can serve as a cue to reach out and ensure everything is on track.

If you have any further questions or need assistance, don't hesitate to reach out to our support team. Happy moving!