Follow-ups

Automated Day 1 / 3 / 7 sequences (email & WhatsApp)

Day 1 Follow-up

0

Sent 1 day after first contact. Warm check-in + free site visit offer.

Hi [Name], just checking in about your solar interest...

Active — runs at 9:00 AM daily

Day 3 Follow-up

0

Sent 3 days after contact. Solar benefit + gentle nudge.

Solar benefit + gentle nudge...

Active — runs at 9:00 AM daily

Day 7 Follow-up

0

Final follow-up at 7 days. Urgency + seasonal offer.

Final follow-up — urgency + seasonal offer...

Active — runs at 9:00 AM daily

Sequence Settings

Auto Follow-up Enabled
Automatically sends Day 1/3/7 sequences
Email Follow-ups
Send follow-up emails to leads
WhatsApp Follow-ups
Send WhatsApp messages to leads
Skip Closed Leads
Don't follow up on closed/lost leads

☀️ Runs daily at 9:00 AM

Next run: Wed, Jun 3, 9:00 AM

Pipeline Overview

Pending
0
Day 1 Sent
0
Day 3 Sent
0
Day 7 Sent
0
Completed
0
0 leads in sequence · 0 completed · 0% engagement rate

Followup Activity Log

LeadDayChannelSent AtMessage PreviewStatus
No follow-ups sent yet. The first automatic run happens at 9:00 AM.