LocalResponse is our AI-powered phone answering system designed to ensure you never miss a call. The system tracks incoming calls, determines what your lead is looking for based on a pre-determined list of options, and completes follow-up actions like:
Providing details over the phone
Sending a follow-up text message, including links
Forwarding the call to another member of your team
This guide will walk you through the best practices for following up with customers and leads after using LocalResponse
Step 1: Review Call Details in the Dashboard
The LocalResponse dashboard tracks:
The date and time of the incoming phone call
The caller's phone number
The name of the caller (if previously saved to LocalContacts)
The text message follow-up (if included)
Use these details to assess the situation and determine your next steps
Step 2: Determine if the Client Took the Next Step
Check if the customer has already completed the intended action, such as:
Booking an appointment
Sending a text message
Signing up for your referral program
If they have, no further follow-up may be needed
Step 3: Follow Up Quickly if Needed
If the customer did not take the next step, follow up as soon as possible. Acting quickly increases the likelihood of converting the lead before they contact your competition. Make sure to:
Call back promptly
Use the notification features in your OneLocal app to stay informed about missed calls. You'll also receive email notifications to ensure you don't miss any opportunities.
Step 4: Log Your Follow-Up
After completing the follow-up, log the interaction to avoid duplicate follow-ups by team members. You can:
Add an Internal Note in the LocalMessages conversation
Log a Note on the LocalContact card
Step 5: Use Message Templates for Future Follow-Ups
Consider scheduling a follow-up message for future interactions, such as:
Reminders for upcoming appointments
Sharing additional details after the initial conversation
Leverage message templates and scheduling features in your OneLocal app for streamlined communication
If you have further questions, reach out to our OneLocal support team through the orange chat bubble in the bottom right corner of your screen. We're here to help!
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