Issue 2 By Lozo
A follow-up list that never forgets
Most follow-ups are not hard. They are just forgotten.
Open quotes, no-shows and finished jobs all need a second message, and each one lives in a different place. By Friday nobody remembers who was due on Tuesday.
This week's one thing
One list, ten minutes each morning
Make one sheet with five columns: name, type (quote, no-show, past customer, review ask), last contact date, language and do-not-contact.
Fill it from what you already have: the quotes you sent, the no-shows in your calendar and last month's finished jobs.
Each morning, paste the sheet and the prompt below into your AI assistant.
Read each draft, fix what is off and send it yourself. Update the last contact date.
On Friday, turn every draft you had to fix into one new rule in the prompt.
Copy and paste
Here is my list of open quotes, no-shows and past customers, with the date of last contact. Use this timing: quotes on day 2, day 7 and day 14; no-shows the same day and day 7; past customers when they would normally be due back. Tell me who is due today and draft one short message for each, in my voice, with one real detail from their row. Write in the language in their row.
Skip anyone marked do-not-contact and anyone who replied since the last touch. One question per message at most. Never promise a price, a date or a discount; write NEED instead.
[paste the list]Real example
A cleaning company's open quotes
Picture a home cleaning company that sends a handful of quotes every week. The ones that say yes get booked. The ones that go quiet get forgotten, because nobody knows whose turn it is to chase them.
With one list, the owner opens it each morning and gets a draft for each quote that is due: a short note that names the home and the date they asked about. She fixes one line, sends them herself, and updates the date.
An example, not a client story. The list remembers; a person sends.
Watch out for
- Skip anyone marked do-not-contact, and anyone who already answered.
- Text only people who agreed to texts. Read the consent rules in the guide before you add texting.
- Nothing sends without your yes. AI keeps the list and writes the draft; you press send.
Worth your time
- The National Do Not Call Registry for business: The official registry's site for businesses. If your follow-up includes calls to people who are not yet customers, the rules and the access live here.
- The follow-up system: The timing ladder for each type of follow-up, and the consent rules.
If follow-up is not what's stuck, hit reply with three lines, or tell me here:
Lozo