Overview:
After delivering an estimate via email, moving the opportunity to Estimate Delivered starts a 28-day follow-up automation. This process ensures that no client is left uncontacted, with multiple touchpoints aimed at securing a response.
1. Move Opportunity to Estimate Delivered:
After sending the estimate, drag the opportunity to Estimate Delivered and input the estimated value.
2. 28-Day Follow-Up Sequence:
Day 1: Email and text reminder sent.
Day 3-14: Follow-up messages use reassurance, reminders, and urgency appeals.
Day 14: Final reminder with both email and text.
Day 21-28: Additional attempts to reconnect and offer support.
3. Tagging and Data Tracking:
If no response is received after 28 days, the opportunity is moved to Estimate Delivered with No Response, and the lead is tagged for better tracking.