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How to follow up with customers and leads from LocalResponse
How to follow up with customers and leads from LocalResponse

Your customer called and you weren't able to answer the phone, LocalResponse has you covered, but how do you follow up?

Paulo avatar
Written by Paulo
Updated over 11 months ago

LocalResponse is our AI-powered phone answering system designed to answer the phone when you aren't able to!

The dashboard will track incoming calls, determine what your lead is looking for based on a pre-determined list of options, and complete a follow-up action like providing details over the phone, sending a follow-up text message including links, or even forward the call to another member of your team!

The dashboard will track:

  • 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)

Now that you have all of these useful details and contact information, what do you do next?

  1. Determine if your client took the next step. This may include booking an appointment, sending you a text message, signing up for your referral program, or other logical next steps. If this is the case, LocalResponse did its job to help the client accomplish their needs and you may not be required to send additional follow-ups.

  2. If your client didn't take the suggested next step, it's important you follow up as quickly as possible, the longer you wait to connect, the higher the chance they have connected with your competition and you've lost the sale. Since LocalResponse is tracking missed calls, it's safe to assume anyone contacting you this way is interested in a phone call back, this should be your next step. Make sure you call back as quickly as you can. Your OneLocal app will notify you of missed calls and you'll even receive an email as well!

  3. Once follow-up is complete, it's important you log what happened with the conversation for your future reference, or for your other team members to see so they don't accidentally follow up with one. You can do this by logging an Internal Note on the LocalMessages conversation, or by logging a Note on the LocalContact card.

  4. It could be useful at this time to set up or schedule a message template to follow up with the new client when their appointment is approaching, or further into the future if there is a need to share any additional details. Leverage message templates and message scheduling to accomplish a smooth follow-up!

For extra tips and tricks on getting the best results with LocalResponse, reach out to your Marketing Specialist for additional ideas or best practices!

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